KCS - How to Export a Single Note

Objective:

  • Export a single Note from a Matter

Environment:

  • Clio Web App

Additional Information:

Please note, clicking the Export button without filtering will Export all Notes

Procedure:

  1. Go to the Matter
  2. Click on the Notes sub-tab
  3. Click on Filter
  4. Type in the subject of the Note in the search field and click search
  5. Click Export

 

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