KCS - Can I Share a Document to all Clients in my Account?

Objective:

  • Send file to every Contact in Clio

Environment:

  • Clio Web App

Additional Information:

  • To share a Document with multiple people, please refer to the instructions here.

Answer:

While you cannot automatically send a Document to every Client in your account, you can add multiple recipients of the Document when you are Sharing.

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