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How to Switch Documents from Clio For Clients to Clio Connect

Objective:

  • Started Sharing Document Using Clio for Clients Mobile App But I Wanted to Share Using Clio Connect Portal Instead

Environment:

  • Clio Manage

Additional Information:

  • To Learn More About Clio for Clients, click here
  • To Learn How to Share Documents Using Clio Connect, click here

Procedure:

  1. Find the Contact or Matter that you have shared Documents with using Clio for Clients
  2. Click on the Client for Clients tabScreen_Shot_2020-10-27_at_10.32.26_AM.png
  3. Click on Stop Sharing for a single Document

Screen_Shot_2020-10-27_at_10.33.24_AM.png

4. Confirm pop-up by clicking Stop Sharing

Screen_Shot_2020-10-27_at_10.36.37_AM.png

5. When you go back to the Documents tab, you will be able to select Clio Connect (web portal) as the option for sharing the Document. Please select this option when sharing Document

Screen_Shot_2020-10-27_at_10.40.48_AM.png

 

Please note: By default, the selected radio option for sharing Documents is Clio for Clients. If you have multiple Documents, you have shared via Clio for Clients, you must stop sharing all the Documents in order to switch to the Clio Connect web portal. 

 

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