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

Objective:

  • Do all the documents of 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 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" next to it. Are they able to see the document as it is in 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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