Is it Possible to Share a Document With all Contacts Associated with the Matter Automatically?

August 27, 2020 22:26

Question:

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?

Environment:

Clio Manage

Additional Information:

Answer:

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.