Earn up to $250 in gift cards this summer. Find out how.

How to Unshare Documents or Folders

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

  1. Navigate to the main Documents tab or the Documents sub-tab within the Contact or Matter
  2. Select the View button to the left of the Document or Folder 
  3. Select Stop Sharing to Client Portal
  4. Watch for confirmation banner in bottom right

Documents___Clio_-_Google_Chrome_2022-04-13_12.58.49.png

 

Procedure to unshare Documents within a Contact

  1. Navigate to the main Documents tab or the Documents sub-tab within the Contact or Matter
  2. Select the View button to the left of the Document or Folder 
  3. Click Share with Contacts to open the pop up window
  4. Then select Stop Sharing at the top

Documents___Clio_-_Google_Chrome_2022-04-13_12.56.28.pngDocuments___Clio_-_Google_Chrome_2022-04-13_12.43.27.png

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality