2017

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KCS - Can I Share a Trust Request or Invoice with Someone who is not a Clio Contact?

Objective:

  • to determine if a recipient of a Trust Request or Invoice has to be a Contact in Clio to share it.

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No, to share a Trust Request or Invoice, the recipient must be a Clio Contact.

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