Clio Connect User Not Receiving Shared Resources

Issue:

• Why is my client not getting the Bill that I share? 

Environment:

• Clio Manage

Additional Information:

• Use these steps if the recipient has not yet created their Clio Connect account and items were shared to an incorrect address
• If the recipient already has a Clio Connect set up, they can log in and change their own login email or you can update this using on your end:

  How to Change Your Email in Clio Connect

  How to Edit a Client's Clio Connect Email

Cause:

The email address that you've entered for their Contact in Clio is incorrect

OR

Their email system is blocking the emails

Resolution:

1. Locate the Contact
2. Click Edit
3. Update the Primary Email Address 
4. Click Update Person or Update Company
5. Reshare resources via Clio Connect

OR

Have the recipient "whitelist" Clio emails, then reshare the resources