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Viewing the Resources you've Shared via Clio Connect

There are a number of locations in Clio where you can view the resources that have been shared with your Contacts via Clio Connect.

Clio Connect Settings
Contact and Matter Cards
From the Bills Tab
From the Documents Tab

For information on how to revoke access to shared resources, click HERE

Clio Connect Settings

To see everything you have shared via Clio Connect, go to your Clio Settings panel then click on "Clio Connect & Sharing" in the "Clio Settings" column. On the Clio Connect settings screen, click the "Shared Clio Connect Resources" sub-tab. 

Here you will see the entire list and you can filter through the results by clicking on the "Filter" button.

Contact and Matter Cards

To view all resources shared with a particular client or Contact, navigate to that person's Contact Card then click on the "Clio Connect" sub-tab.

To view all shared resources linked with a particular Matter, navigate to that Matter Card then click on the "Clio Connect" sub-tab.

From the Bills Tab

To view bills that have been saved with your clients, go to the main "Bills" tab. Shared bills will be identified by the green "Shared" label. 

From the Documents Tab

When you're looking at a file from the Documents tab the word "Shared" will display in green for each file that has been shared. To see the details of who the file or document has been shared with, click the "View Details" quick link, then click on the person icon in the side panel.