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Can I Make Changes to Documents Shared Through the Client Portal?


  • Will the Client Portal maintain version history for a document shared?
  • Will the Client Portal track changes made to a document by the client?


  • Clio Manage

Additional Information:

  • For more information on Clio for Clients click here


No. Clients can access and download shared documents, but you will not be able to directly edit a document in the client portal.

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