Objective:
- Revoke shared access to Files or Folders
- Stop sharing a Document
- Remove access to Document shared via link
Environment:
- Clio Manage
Additional Information:
- This can also be done from the Clio for Co-Counsel (formerly on Clio-Connect) sub-tab under the Contact or Matter 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 to unshare Documents within the Client Portal
- Navigate to the main Documents tab or the Documents sub-tab within the Contact or Matter
- Select the View button to the left of the Document or Folder
- Select Stop Sharing to Client Portal
- Watch for confirmation banner in bottom right
Procedure to unshare Documents within a Contact
- Navigate to the main Documents tab or the Documents sub-tab within the Contact or Matter
- Select the View button to the left of the Document or Folder
- Click Share with Contacts to open the pop up window
- Then select Stop Sharing at the top