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In What Format Will the Client see the Document That I Shared?

Objective:

  • Does sharing a file through Clio Connect change the format?
  • What format is the file in when I share a document with my Client?

Environment:

  • Clio Manage

Additional Information:

How Contacts Can Work with Shared Documents via Clio Connect

Answer:

Your Client will receive the Document in the same format in which you uploaded it.

i.e., If you shared a Word document, they will access the file as a Word document also. 

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