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How do I Share a Document in Clio Manage?

Question:

  • I want to share a document from Clio Manage

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Click into the Documents tab 
    • Either from the main menu, a Contact or a Matter
  2. Click the triangle menu_triangle.png beside the edit button to the left of the Document name
  3. Choose Share
  4. Enter the Contacts name you want to share with
    • Add a message (optional)
  5. Click Share

 

 

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