This article may be out of date!
Visit the New Knowledge Center

How do I Export a List of All Resources/clients Shared Via Clio Connect?

Objective:

  • How do I Export a List of All Clio Connect users

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

Currently, It is not possible to export a list of users or matters that have resources shared via Clio Connect. If you would like to request for this feature, please let our Support team know. The Support team can be reached by phone (1-888-858-2546 ext.2) or by the Live Chat option available in Clio.

As a workaround, you can see a list of all resources shared via Clio Connect by going to Settings > Clio Connect & Sharing.

 

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