KCS - Can I Share a Document With a Contact to Multiple Email Addresses?

Objective:

  • Share Documents to multiple emails
  • Sharing files to client with multiple email addresses 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No. Sharing Documents in Clio will be shared to the primary email address associated to the Contact.

If the Client has multiple emails that you would like to share the Document to, it is possible to create separate Contact Cards for each email address. Then you are able to share the Document to each Contact Card. 

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