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Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

How Can I See an Attachment Sent Via Secure Message?

December 07, 2020 21:05

Objective:

To learn how to access documents that were sent to a third party via Clio

Environment:

Clio Manage

Additional Information:

n/a

Answer:

Attachments sent via a Secure Message will be stored in the Documents subtab of either the Contact page of the individual who received the message or the Matter if one was specified.