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How to Reshare a Document in Clio Manage?

Question:

  • What is the process to share a document a 2nd time in Clio Manage
  • Reshare a document

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Procedure:

  1. Click the triangle beside edit to the left of the Document name and choose Share
  2. Click Stop Sharing at the top of the pop up window
  3. Type in the Clients name in the Select contacts field
  4. Enter a message (optional)
  5. Click Share

 

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