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