Can I Edit/Move/Delete Documents In Clio Connect?

Objective:

  • Can Clio Connect Users Delete Documents?
  • Can Clio Connect Users edit Documents?
  • Can Clio Connect Users move Documents?

Environment:

  • Clio Connect
  • Clio Manage

Additional Information:

Clio Connect Users only have the option to "View Details", "Add Time", and "Preview".  The Document can be downloaded and then edited but not within Clio Connect. 

Procedure:

No. Even if the Document was added by the Clio Connect user, they will not be able to delete it.

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