Objective:
- Revoke shared access to Files or Folders
- Stop sharing a Document
- Remove access to Document shared via link
Environment:
- Clio Manage
Additional Information:
- User must have Administrative permissions
- This can also be done from the Clio Connect sub-tab under the Contact that the Folder or Document was shared with
- For further information on how to establish the shared Document, see the following: How to Share a Document
Procedure:
- Navigate to the documents from the main Documents tab or the Documents sub-tab within the Contact or Matter
- Select the "View Details" hyperlink below the file or folder
- Select the icon of the person within the window that appears
- Select the minus/remove symbol beside the name of the person this file or folder is shared with
- Select "Yes" to confirm