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How to View Contacts that I've Shared Bills with?

Objective:

  • Viewing Shared Bills and other resources 

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Select Settings
  2. Select Clio Connect & Sharing 
  3. Select Shared Clio Connect Resources

or 

  1. Open the specific Contact 
  2. Select the Clio Connect tab 

or

  1. Open the specific Matter for the bill
  2. Select the Clio Connect tab 

 

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