2017

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KCS - How to Send Email Notifications for Secure Messages

Objective:

  • Notify Clio Connect client via email when sending Secure Messages
  • Alert Contact of unread Secure Message

Environment:

  • Clio Web App
  • Clio Connect
  • Communications

Additional Information:

N/A

Procedure:

  1. Go to Settings > Reminders, Notifications and Alerts
  2. Go to the Notifications sub tab
  3. Check the box to Allow email notifications to be sent for secure messages under the Secure Messages section
  4. Click Save Notification Preferences

 

 

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