2017

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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

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.

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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