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Why Did Clio Change the Default Setting for Sharing Documents from Email to Clio for Clients/Clio Connect?

Issue:

  • Other users share documents with me and it brings me to my Dashboard

Environment:

  • Clio Manage

Answer:

We made this change based on the feedback we've been receiving from customers since we released the new documents experience.

If you would like for the default sharing setting to be changed back to Email instead of Clio Connect/Clio for Clients, please vote for this feature by contacting Support.

 

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