KCS - Where does my Message get Saved when I Share a Bill?

Objective:

  • Locate where the Optional Message gets saved when sharing a Bill, Document, or Matter

Environment:

  • Clio Web App
  • Communications > Logs

Additional Information:

The Optional Message field appears when you share a Document or Matter via Clio Connect and when you share a Bill via Clio Connect or email.

Answer:

The added message to your email when sharing a resource will be saved as a Communication Log in the Matter.

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