How Can I Tell If a Clio Connect User Has Uploaded Documents?

Objective:

• To locate the Documents a Clio Connect User has uploaded. 

Environment:

• Clio Manage

Additional Information:

Please note: When a Client adds a Document to a shared folder in Clio Connect, the Clio User will receive a notification. However, when a Clio User adds a Document to a shared folder for their Client, the Client will not receive a notification. 

If you would like to add your vote to this existing Feature Request, please contact our Support Team.

Answer: 

1. Click Documents
2. Select Matter folder
   1. If you've created a shared folder, uploaded documents will appear there

OR

1. Click Dashboard
2. Click Firm Feed
3. Click Filter
4. Select the contact's name under User