- 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
- Clio Manage
- Clio Connect
Yes, you can share documents with multiple contacts in your account. To do this follow these steps:
- Go to the main Documents tab or the Documents sub-tab of the Matter or Contact
- Select the folder or document you wish to share by clicking the Share button
- Enter the names of the contacts, then select them.
- Click the Share button