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:
- Locate the Document you would like to share
- Click on the action drop-down menu under the Action column
- Click on Share with contacts
- Choose the Contact(s) in the Select Contacts for Sharing field
- Select the Share via Clio Connect option under Share via
- Select the Share button