KCS - Can I Share a Dropbox Document with a Client?

Objective:

n/a

Environment:

  • Clio Web App
  • Dropbox

Additional Information:

To share it from Clio (via either email or Clio Connect) you will have to download it from Dropbox, upload it to Clio, then share it from Clio.

Answer:

Since Clio does not store or keep a copy of documents stored on Dropbox, use Dropbox's sharing functionality to share the document with the client.

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