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.