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Can I Share a Report Directly With My Client?

February 11, 2021 22:38

Objective:

Determine if you can share an Accounts Receivable Report directly with a client right after it has been generated.
Ex. whether it is possible to share an Accounts Receivable Report Directly with a client

Environment:

Clio Manage

Additional Information:

n/a

Answer:

No, you cannot automatically share a Report with a client from Clio. You would need to download the Report, upload this as a Document and then choose the "Share" option below the Document that was uploaded.