How to Share a Document via Clio Connect

Objective:

• To share a Document via Clio Connect

Environment:

• Clio Manage

Additional Information:

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

Procedure:

1. Locate the Document you would like to share
2. Select the Share link underneath the document title
3. Choose the Contact(s) in the Select Contacts for Sharing field
4. Select the Share via Clio Connect option under Delivery Method
5. Select the Share button