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Will Bills or Files be Automatically Re-shared to Clients If the Email for the Client has Changed

Objective:

  • Will Bills or Files be Automatically Reshared to Clients If the Email for the Client has Changed

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

No, Bills and resources shared with your client from Clio will not be automatically re-shared if the contact's email has been changed. Please refer to the article on How do I Re-Share a Bill with a Client?

or How to Unshare Documents or Folders and Documents: Sharing Files and Folders

 

 

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