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Can I Share a Document Saved in a 3rd Party Document Integration With a Client From Clio?

Objective:

  • Can I share a document saved in OneDrive, Box, Google Drive or Dropbox with a Client from Clio?

Environment:

  • Clio Manage

Additional Information:

  • To share it from Clio (via either email or Clio Connect) you will have to download it from the respective document integration folder, upload it to Clio, then share it from Clio.

Answer:

Since Clio does not store or keep a copy of documents stored on our 3rd party document storage integrations, you can either share the document directly from the integration software or follow the above steps to share from the Documents subtab in Clio.

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