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.