Important Update: ShareDo officially became Clio Operate in March 2026. For all existing users, accessing your Clio Operate/ShareDo product is still via the same URLs and logins as provided at set up -- there are no changes to your hosting domain. Some instances of ShareDo may appear in how-to guides or video tutorials as we transition our resources to our new branding.

Clio Operate Knowledge

Training Videos Book Training Contact us

<< Back to ShareDo.com
Home Modeller Guide

Managing Configuration Import and Export

Learn how you can import and export configuration between environments

  • Exporting Clio Operate Configuration

    Within the work type modeller, you can create work type definitions, participants, and many other items to suit your unique needs. You can then...

    First posted: May 15th, 2022 1933 views 1 likes

  • Importing Clio Operate Configuration

    Use the Solution Modeller to import previously created and exported solution packages. See the article Exporting Clio Operate Configuration for more information on building...

    First posted: August 3rd, 2023 651 views 0 likes

  • Tracking Latest Changes

    v7.7.0 and later The Latest Changes menu option opens a page showing recent changes and who made them, helping you keep track of what’s...

    First posted: June 18th, 2024 312 views 0 likes

Welcome to the Clio Operate Knowledge Base

Our Knowledge Base encompasses help material for end users, template authors, modellers, project managers and system administrators.

Browse by category or else use the search facility to find the answer that you need.

Can't find what you are looking for? Please feel free to Contact us

Clio Operate's main site Login Case studies Product Tour Solution Accelerators
Security Integrations Implementation Support Customer Success
Upcoming events About Us Blog Get in Touch
Privacy Policy

©2026 Clio Operate. All Rights reserved.


Knowledge Base Software powered by Helpjuice

0
0