- 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?
- Clio Manage
- For more information on Clio Connect Document upload notifications, see here.
Yes, you can set up notifications for when Clients upload Documents. To do so:
- Click Settings
- Click Reminders, Notifications, and Alerts
- Click Notifications
- Click Notify Me Via Email For All Clio Connect Document Uploads
- Click Save Notification Preferences