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How to Share a Document via Clio Connect

Objective:

  • To share a Document via Clio Connect
  • How do I share a Document?
  • Sharing Documents

Environment:

  • Clio Manage

Additional Information:

  • For information on how to share a Document via email, click here
  • For information on how to upload Documents into Clio Manage, click here
  • For information on how to locate a Document using the Global Search feature, click here
  • The following Help Centre Article can be shared with your contacts and clients when sharing a Document: Overview of Clio Connect For Contacts and Clients

Procedure:

  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 with contacts
  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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