Objective:
- Notifications for Attorney when Client uploads a Document via Clio Connect
- Can Notifications be Sent Out when New Documents are Uploaded to a Shared Folder?
- Will I be notified if a new Document is added to a folder I have shared?
Environment:
- Clio Manage
Additional Information:
- For more information on Clio Connect Document upload notifications, see here.
Answer:
Yes, you can set up notifications for when Clients upload Documents. To do so:
- Navigate to Settings
- Click on Notifications
- Select the Clio Connect
- Toggle the button for Document uploaded through Clio Connect