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How Do I Send A Trust Request To A Client?

Question:

  • How to Send a Trust Request
  • How to Share a Trust Request
  • Sending Trust Request to a Client

Environment:

  • Clio Manage

Additional Information:

  • To create a Trust Request please see here

Answer:

  1. Navigate to the Trust Request you would like to send to the Client 
  2. Click Send
  3. Select to send via Email or Clio Connect
  4. Optionally enter in a message
  5. Click Send Trust Request

 

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