KCS - 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 Web App
  • Firm Feed
  • Documents > Clio

Additional Information:

n/a

Answer: 

You can click on the Documents tab > Clio (if you have multiple Document Storage Integrations)

You can also go into Dashboard > Firm Feed > Filter > under User, select the Client's name.

 

 

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