Document Share: Sharing Documents Internally

Modified on Fri, 19 May 2023 at 04:17 PM

Faster Lawcademy: Video Tutorial 2.3.2
The following is a video tutorial.  For the best experience, click the "Full Screen" button while watching this video.


The Share Tool for Documents

Faster Suite has a built in document sharing tool that allows you to send links to documents to other users of Faster Suite at your firm instead of sending attachments.

Why not use email?

This process is superior to attachment sharing because any changes that anyone makes to the document using the Share tool will be available to anyone else that opens the document afterwards, both from the link and from Clio or Faster Drive.

Sharing a Document

To share something, we can simply drag the document, group of documents, or folders to the Documents menu in the Faster Ribbon, then to the Share button.

We’ll receive a message that a link has been copied to our clipboard and we can then paste the link into any form of communication, such as an email, chat program or even the address bar in our web browser.

Opening a Shared Document

Recipients can just click the link to open the document directly from Clio.

Keep in mind that this tool is only for sharing documents internally with other members of your firm and the recipient of the link must be running Faster Suite.  To share documents with clients or anyone else outside the firm, we recommend using Clio Connect.

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