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How to Share Several Documents at Once

Objective:

  • I would like to Share several files within a Matter?
  • How to share multiple Documents at a time?
  • How to share a document folder via Clio connect?
  • How do I share multiple files in Clio with a client?
  • How do I share the folder with a client through Clio connect?
  • How do I share an entire folder with a Client through Clio Connect?

Environment:

  • Clio Manage

Additional Information:

For steps on uploading documents on a folder see: How To Add Documents To A Folder

Procedure:

  1. Upload all the documents into a single folder
  2. Locate the folder 
  3. Select the Share link underneath the folder  
  4. Choose the Contact(s) in the Select Contacts for Sharing field
  5. Optionally, include a message
  6. Click Share 
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