KCS - Once a Bill Has Been Shared With an Added Message, How Do I Go Back and View That Message?

Objective:

  • View message attached to a shared Bill
  • Where does my Message get Saved when I Share a Bill? 
  • When I Share a Bill and Include a Message where is the Message Stored?
  • Locate where the Optional Message gets saved when sharing a Bill, Document, or Matter
  • To Determine where Messages sent via shared Bills are stored

Environment:

  • Clio Web App

Additional Information:

  • Clicking the "Share" button will show you the details of the share, but will only give you the option to add a new Message, not view an existing Message
  • 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

Procedure:

  1. Open the Matter linked to the Bill that was shared
  2. Open Communications sub-tab
  3. Look under Logs and you will see a record of the added message
  4. Click the hyperlinked Subject & body to see the details and content of the message

 

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