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Can You See Who Downloaded a Document Shared via Link?

Objective:

  • If I share a Document with multiple Clients using the "via link" option, is there a way to see who has downloaded it? 
  • How do I see if a Client has viewed a Document?
  • How do I see if a Contact has saved a Document?

Environment:

  • Clio Manage

Additional Information:

  • To Learn How to Access the Firm Feed, click here

Answer:

The firm feed will tell you if a document has been downloaded via link.  But there is no way to see if a specific Client or Contact has downloaded a Document shared via link at this point in time. 

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