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Why Do I Not Have the Option to Share a Document With a Client?

Question:

  • Why is there no share option on a Document in Clio?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer (choose one):

The Document that you would like to share must be saved in the 'Documents' folder, which is the Clio folder, in order to be able to share with the Client from Clio. 

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