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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
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Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

How to Tell if a Document is Shared

Objective:

  • How can I see if a Document has been shared?
  • Has my Document been shared?
  • See who a Document is shared with

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to the Document in question
    • If the green Shared label appears beside the file name, it has been shared; continue to the following steps to confirm the recipient(s)
  2. Click View details
  3. Select the person icon
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