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How Do Clio Connect Users Update Shared Documents

Objective:

  • Upload Documents/Forms shared to Clio Connect Users that have been completed and need to be returned to their Legal Counsel

Environment:

  • Clio Manage
  • Clio Connect

Additional Information:

  • n/a

Procedure:

  1. Click on the Shared Document/Form title to open the Document/Form that needs to be completed.
  2. Complete the Document/Form and save to your computer
  3. In Clio Connect click on the View Details link below the Document that was originally shared, this will open up the Details panel on the right hand side of the screen.  At this point click the + sign next to the Add New Version link and upload the Document/Form that has been filled out and saved to your computer.

 

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