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How to Share a Document via Clio Connect


  • To share a Document via Clio Connect


  • Clio Manage

Additional Information:

  • For information on how to share a Document via email click here.


  1. Locate the Document you would like to share
  2. Click on the action drop-down menu under the Action column 
  3. Click on Share 
  4. Choose the Contact(s) in the Select Contacts for Sharing field
  5. Select the Share via Clio Connect option under Delivery Method
  6. Select the Share button


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