Can I Send Items With All Email Addresses for a Specific Client at the Same Time?

Objective:

  • Send Bill to multiple email addresses
  • Email more than one email address
  • Different email addresses
  • Primary email address
  • Can I share Documents to more than on email address
  • Share Documents to multiple emails
  • Sharing files to client with multiple email addresses

Environment:

  • Clio Manage

Additional Information:

If you would like to see this functionality added to Clio, please contact Clio Support by phone (1-888-858-2546 x2), email at support@clio.com, or chat. 

Answer:

No. Clio is designed to share with the primary email address entered for the Contact you select. So, while you are allowed to share items to multiple Contacts at a time, it will only share to each of their primary email addresses. 

 

 

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