Objective:

• See all bills, documents, folders, calendars, matters shared via Clio Connect 
• View list of Clio Connect users

Environment:

• Clio Web App

Additional Information:

N/A

Procedure:

There are two ways to view the items shared.

To view items shared by Contact:

1. Click on Contacts
2. Click on the name of the Contact to view the Contact page
3. Click Clio Connect subtab

 To view all items shared with all contacts:

1. Click Settings
2. Click Clio Connect & Sharing
3. Click Shared Clio Connect Resources