Question:
- Can I send my Customer an empty folder for them to upload files to using Clio for Clients?
Environment:
- Clio Manage
Additional Information:
Answer:
Yes. To do so follow the steps outlined below:
- Create or find the empty folder you would like to share in the matter's documents section
- Select Share to client portal
- If a Client portal does not yet exist for that matter then select the desired participants
- Add a message to accompany the folder - this would be a good time to inform the client that this folder can be used to upload documents to.
- Click share