KCS - How to Create a Document Folder to Share with Client

Objective:

  • Create and share a folder with Client through Clio Connect

Environment:

  • Clio Web App

Additional Information:

Sharing a folder with your Client through Clio Connect allows them to upload Documents directly into the folder. This makes it significantly easier to find the Document. If a folder is not shared, all shared documents will go into the main Documents tab, which can make searching for the document difficult.

Procedure:

  1. Go to the Matter
  2. Click Documents
  3. Click New
  4. Click Folder
  5. Name new Folder to something such as "Upload Documents here", or "Documents for Court" etc.
  6. Click Share under the folder
  7. Enter in the Client in the field "Select some Contacts"
  8. Enter in an optional message
  9. Click Share

 

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