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

Objective:

  • Viewing Shared Bills and other resources 

Environment:

  • Clio Web App 

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 

 

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