Objective:

• How do I share a Folder?

Environment:

• Manage

Additional Information:

• n/a

Answer:

You are able to Share Folders via Clio Connect:

1. Click Share under the Actions dropdown
   

Sharing Options

1. Select contacts for sharing: Start typing the name of a Contact with a valid email address then select it when it pops up.
2. Share via: Select one of the following:
   Clio for Clients: Share a file with a client to their Clio for Clients app. 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. 
3. Write an optional message: Add an optional message to the email notification.
4. Share button: Click the "Share" button to start sharing the folder.