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How to Share a Document Folder

Objective:

  • How do I share a Folder?

Environment:

  • Manage

Additional Information:

Answer:

You are able to Share Folders via Clio Connect. To do so, follow the steps provided below.

  1. Click the main Documents tab on the left side bar, or navigate to a Matter and click the Documents tab at the top.
  2. Click the dropdown arrow beside Edit in the Actions column
  3. Click Share from the dropdown menu
  4. Select contacts for sharing: Start typing the name of a Contact with a valid email address then select it when it pops up.
  5. Share via: Select one of the following:
    Clio for Clients: Share a file with a client to Clio for Clients. More information on Clio for Clients can be found here: Clio for Clients
    Clio Connect: Share a folder with a client's Clio Connect web portal. 
  6. Write an optional message: Add an optional message to the email notification.
  7. Share button: Click the "Share" button to start sharing the folder.

 

 

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