The 2021 Clio Cloud Conference is Happening Now!

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:

  • Documents can only be shared with Contacts that are in your Clio Account.  You are not able to type the persons email address in to the "Select Contacts" field. The Contact must be added

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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality