KCS - How do I Share the Clio Folder in Box

Objective:

  • To learn how other firm members can see the Clio folder and subfolders in Box

Environment:

  • Clio Web App
  • Box

Additional Information:

Box folder permissions follow a 'cascading' design wherein individuals have access to the folder that they are invited to and to subfolders located inside the originating folder.

Procedure:

  1. In Box, right click on Clio folder
  2. Hover your cursor over the word Share
  3. Click on Invite Collaborators
  4. In the Invite field, enter the names or email addresses of the individuals that you would like to have access to this folder
  5. Click Send Invites 

 

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