Share a Document

You can share any document in Clasp Drive with other members of your firm or with external contacts. Sharing controls are set per document and do not affect the rest of your drive.

Share a document

1. Click Clasp Drive in the sidebar.
2. Locate the document you want to share.
3. Click the ... (more options) menu next to the file.
4. Select Share.
5. Enter the name or email address of the person you want to share with.
6. Set their permission level: Viewer or Editor.
7. Click Share.

Note: Sharing a document with an external contact requires their email address. They will receive a link to access the file.

Tip: Documents attached to a case are automatically visible to all staff assigned to that case — no manual sharing required.

Related: Upload a File · Clasp Drive Overview · Search and Find Documents