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How to Download a Completed PDF or Copy a Document Link in Clio Grow

Objective:

  • Download a PDF document from Clio Grow
  • Share a completed document from Clio Grow

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. Navigate to the Matter page for the Matter with the completed document
  2. From the Workflow tab, click the Options button under the "Ready" label for the document
  3. Select one of the following options from the dropdown:
    1. Download PDF: to download a copy to your computer, to print or email as an attachment
    2. Copy Document Link: to paste into a web browser tab or paste as a link in an email
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