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

January 03, 2020 17:57

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.