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

Objective:

• View message attached to a shared 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
• Retrieve optional message when the document is shared 

Environment:

• Clio Manage

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 Contact linked to the Resource 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