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Can I Share Items With More Than One Email Address at a Time?

Objective:

  • Share 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
  • Bills

Additional Information:

N/A

Answer:

No. Clio is designed to share with the primary email addressed 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. 

Workarounds:

The only workaround available at this time would be to enter in multiple versions of the same Contact into your Account, each with a different primary email address. Then, when sharing items, select all those Contacts and as a result, it will get shared to both email addresses.

 

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