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:
- Open the matter
- Navigate to the client portal
- 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:
- Open the matter
- Click the Documents tab
- 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.