KCS - Does Sharing a Document Folder With a Contact Share All the Documents in the Folder?

Objective:

  • Do all the documents within a shared folder get shared with the client?
  • Will my Client see everything inside the folder I just shared via Clio Connect?
  • Does sharing a folder also share its contents?
  • I shared a Folder, and it says "Shared" in green, but the document that is within the shared folder does not have the green "Shared" icon next to it. Are clients able to see the document when viewing the shared folder or do I need to go through and share each document individually?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Yes, if you share a folder with a Contact then the entire contents of the Folder will be shared with the Contact, including files added to the folder after it was already shared. 

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