Objective:
- Will the Clio Connect user automatically see documents that have been uploaded to a shared folder?
- If You Share a Folder via Clio Connect with a Client and Upload a Document to That Folder Afterwards, Will the Document be Available to the Client in Clio Connect?
Environment:
- Clio Manage
- Clio Connect
Additional Information:
Please note: A notification will not be sent to the Client when a Document has been added to a shared folder.
Click here to learn how to create a folder and share it with a Client via Clio Connect.
Answer:
The shared folder will automatically update and make the Document available to both the Attorney and the Clio Connect User.