Clio – Secure Fetch

How to Send a Secure Fetch from Clio

1. Click on the drop-down menu next to the contact you want to send a Secure Fetch to.
2. From the drop-down menu, select Secure Fetch.

3. Add notes, set an expiration date, and set a password.
4. Optionally, you can turn on Include Metadata or End-to-end Encryption.
5. Click on Next.

6. Enter a message to go along with the Secure Fetch and press Send.

7. Now, you can choose to either return to Clio or go to your AXEL Go account.

8. Wait for recipients to upload files into the Fetch. Once the recipients upload the files, you will receive a notification. Your Secure Fetch will indicate this by changing the boomerang icon color from gray to orange.

How to collect files from a Secure Fetch

1. Double-click on the Secure Fetch that you wish to save or download files from
2. A Secure Fetch window will open, displaying the files your recipient uploaded.

3. If you wish to delete a file, click on ‘x’ next to the file.
4. When the files all look correct, click on Accept.
5. If you want to save or download the files, you can choose ‘Save to Storage‘ to save the file to your online storage or ‘Download‘ to download individual files.

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