KCS - How do I Edit a Note in NCE?

Objective:

  • To change a Note that already exists in Clio

Environment:

  • Clio Web App
  • Matters
  • Notes

Additional Information:

n/a

Answer:

  1. Navigate to the Matter in question
  2. Click on the Notes sub tab at the top
  3. Find note to be edited
  4. Click edit below the note
  5. Make changes and click Save
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality