- 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
- Clio Manage
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.