Objective:
- Share folders with attorney in a specific location
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Click here to log into Clio Connect
- Click on Documents in the black bar
- Click into the Folder that was shared with you (this will upload the files to the correct location)
- Click the blue New button
- Chose to upload a file or folder
- Select the resource that you want to share with your lawyer
- Click Upload Documents