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How to Share a Document to Multiple Contacts

Objective:

  • Can I share the same document with more than one person?
  • Can I Share Documents with Multiple Contacts
  • How do I share a Document with more than one Client

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

  • N/A

Answer:

Yes, you can share documents with multiple contacts in your account. To do this follow these steps:

  1. Go to the main Documents tab or the Documents sub-tab of the Matter or Contact
  2. Select the folder or document you wish to share by clicking the Share button
  3. Enter the names of the contacts, then select them.
  4. Click the Share button
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