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How Can I See Who a Document Has Been Shared With?

Objective:

  • View Clients who have had Documents shared with them
  • Confirm who has access to a Document

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Locate the Document
  2. Click on View details
  3. In the window that pops up on the right, click on the person icon
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