KCS - How to Unshare Documents or Folders

Objective:

  • Revoke shared access to Files or Folders
  • Stop sharing a Document

Environment:

  • Clio Web App

Additional Information:

  • 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:

  1. Navigate to the documents from the main Documents tab or the Documents sub-tab within the Contact or Matter
  2. Select the "View Details" hyperlink below the file or folder
  3. Select the icon of the person within the window that appears
  4. Select the minus/remove symbol beside the name of the person this file or folder is shared with
  5. Select "Yes" to confirm

 

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