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How do I See who a Document or Folder was Shared to

Question:

  • I want to see which clients or co-counsels a document or folder was shared to in Clio

Environment:

  • Clio Manage

Additional Information:

  • When sharing a folder, the individual files within the folder will not have a shared indicator nor can you see who it was shared to, you will need to check the parent folder for this information. Your clients or co-counsel will still see everything within the shared folder with or without the shared indicator.

Procedure:

To find out who a document was shared to, please follow these steps:

  1. Go to Documents either in the left side of Clio or through the contact or matter
  2. Find the document or folder you want to check and click the dropdown arrow next to View
  3. Click on Share
  4. On the Share window it will list off who the Document or Folder is shared to along with the method.

 

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