KCS - Is it possible to set permissions for Documents?

Objective:

  • Set permissions for Documents
  • How do matter permissions affect documents?
  • Can I view a document on a matter if I don't have matter permissions?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

While there is no way to set permissions to specific documents and folders in Clio, only those who have permission to those Matters will be able to access the documents within that Matter. 

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