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How to Share a File

Question:

  • How do I share a File

Environment:

  • Manage

Additional Information:

  • n/a

Procedure:

Files have the option to be shared with an email link, via Clio Connect or via Clio for Clients:

  1. Click Share under the Actions dropdown
    new_document_share.png

Sharing Options

new_documents_share_options.png

  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 Connect: Share a file with a client's Clio Connect web portal. 
    Email with a secure link: Share an individual file with a client that they can then download. 
  3. Write an optional message: Add an optional message to the email notification.
  4. Share button: Click the "Share" button to start sharing the file.

Stop Sharing

To stop sharing a file that has been shared, click Share on the same file and select Stop sharing.

new_documents_shared_with.png

 

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