- Is it Possible to Share a Document With all Contacts Associated with the Matter Automatically?
- Can Associated Contacts be automatically added when sharing a Docuemnt in a Matter?
- Clio Manage
Currently, it is not possible to automatically include all associated contacts from the matter when sharing a document. To request for this feature, please let our Support team know. The Support team can be reach at 1-888-858-2546 ext. 2 or by the Live Chat option available in Clio.
Workaround: contacts will need to be added to the share manually.