Blog

February 9th, 2012

#cliotraining Tip: Disconnecting Others from Clio Connect

From time to time, you may find it necessary to disconnect, or remove shared access to Clio Connect. Perhaps the case has closed, or the Matter settled. Whatever the reason, you can disconnect, unshare or otherwise remove access to a shared resource in Clio Connect. You can do so in one of three ways:

1. Contact Card
2. Documents Tab
3. Bills Tab

From the Contact Card, click the “Clio Connect” link:

A list of shared Documents appears. To disconnect, or removed shared access, simply click the “X,” or delete icon:

From the Documents or Bills Tab, click the handshake icon:

And then click the “X,” or delete icon, next to the documents you want to stop sharing.

To learn more, visit the Clio Connect section of our Support site.

Got a tip to share? Let us know. We’d love to hear them!