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How Can Clio Connect Users View Document Versions and Comments?

Objective:

  • To advise Clio Connect users on how to view different Document versions and the Comments left on them

Environment:

  • Clio Connect

Additional Information:

  • n/a

Procedure:

  1. Login to Clio Connect
  2. Click on the Documents tab along the top
  3. Locate Document 
  4. Click View Details under the Document name
  5. A side panel on the right will appear where you can preview VersionsClio_Connect_View_Details.png
  6. To view comments - click on the chat bubble at the top of the side barClio_Connect_-_Documents_-_Google_Chrome_2021-01-14_07.25.30.png

 

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