- Can other People in my Firm use my Filters I've set?
- How to share filters with another person
- I want other users to easily see the same filter results I see
- Clio Manage
Yes you can! Here are the steps to share the Filters you've set with another User so they can view the same results as you:
- First Navigate to where you'd like to filtering information
- Refresh your browser once on that page to clear your URL
- Select your desired Filters from the Filters Button on the right and click 'Apply Filters'
- Copy the entire URL on the top of your Browser in the URL bar
- Share this URL link with other Users
- The User accessing this link must be currently logged into Clio for this to work
- Optional: If the results allow it, click the Export button on the bottom left to export the filtered information