Objective:
- See all bills, documents, folders, calendars, matters shared via Clio Connect
- View list of Clio Connect users
Environment:
- Clio Manage
Additional Information:
N/A
Procedure:
There are two ways to view the items shared.
To view items shared by Contact:
- Click on Contacts
- Click on the name of the Contact to view the Contact page
- Click Clio Connect subtab
To view all items shared with all contacts:
- Click Settings
- Click Clio Connect & Sharing
- Click Shared Clio Connect Resources