If I Share Document via Secure Link, Does My Client Need to Sign Up for Clio Connect in Order to View and Download It?

January 19, 2021 20:59

Question:

Does client need login to access Document via Secure Link
If I share Document Link do they need login credentials?
Does client need Clio Connect for me to share Documents?

Environment:

Clio Manage

Additional Information:

Answer:

No, the option to send a Document via secure link is meant for scenarios where you or your client do not desire for them to have to create any sort of login credentials and simply want to access and download the file directly from Clio's secure server.