Objective:
- Export Email and Phone Call Logs
- Print Communications from a Matter
Environment:
- Clio Manage
- Excel
Additional Information:
Here are some tips for formatting the file in Excel for printability: Printing in Excel
Procedure:
- Access the specific Matter
- Click on the Communications tab
- Select All, Phone, or Email
- Click on the Export button at the bottom of the page
- Choose to Export all columns or Export enabled columns
- Click Export