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Can I Delete Documents Sent on Clio for Clients?

Question:

  • Can I Delete Document Sent on Clio for Clients?
  • Can I Remove Document Sent on Clio for Clients?
  • Can I Delete Attachments shared on Clio for Clients?
  • Can I delete Messages sent on Clio for Clients?

Environment:

  • Clio Manage
  • Clio for Clients

Additional Information:

  • The attorney/solicitor will only be able to delete messages or documents shared by them.
  • The client's messages or documents can't be deleted at the moment. If you are a client of a firm using Clio for Clients click here for more information.

Answer:

Yes, you can delete documents shared on Clio for Clients by following the steps below:

  1. Open the Client or Matter you have a portal
  2. Click on the "Communications" sub-tab
  3. Click on the "Client Portal" sub-tab
  4. Click on "View" on the desired message
  5. Hoover on the message/document you would like to delete
  6. Click on the bin icon at the right of the messageRemove_Message_Document_-_Clio_for_Clients.png

You can also use the Shared Resources tab in the client portal to see and manage all shared resources in the Client Portal.

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