How Can I See What Documents I Have Shared with a Client via Clio for Clients?

Objective:

• How Can I See What Documents I Have Shared with a Client via Clio for Clients?
• Review documents shared with a client
• Review folders shared with a client

Environment:

• Clio Manage

Additional Information:

• A client portal must be created for a matter in order for a client to share a document or message via Clio for Clients.

Procedure:

Documents and folders shared via Clio for Clients can be located in 2 ways:

Folder or document shared via Clio for Clients after October 21, 2021:

1. Open the matter
2. Navigate to the client portal
3. Click on the Shared resources tab
   • If you would like to unshare a document or folder, click on the actions dropdown arrow and click Stop sharing.

Folder or document shared via Clio for Clients before October 21, 2021:

1. Open the matter
2. Click the Documents tab
3. Look for documents and folders in the list that say Shared next to them. 
   • If you would like to unshare a document or folder, click on the actions dropdown arrow and click Share to open the sharing details, then click Stop sharing.