KCS - Can I Unshare a Bill Shared by Email?

Objective:

Can I stop sharing a bill that I previously shared via email?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

There is no way to retract an email once it has been sent. You can, however, remove the green "Shared" label from the bill in Clio and disable the "Pay Bill" button in the email by clicking "Share" next to the bill in Clio and then clicking "Stop sharing".

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