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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
- Select the Share link underneath the document title
- 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