KCS - How To Archive Secure Messages

Objective:

  • Store Secure Messages
  • Delete Messages 

Environment:

  • Clio Web App

Additional Information:

You are unable to archive Secure Messages in Bulk at this time.

This will not archive Secure Messages you might have shared with your customers through Clio Connect. 

Procedure:

  1. Click Communications from the menu
  2. Click Secure Messages on the upper right
  3. Click the downward arrow in the Actions column
  4. Select Archive from the dropdown menu

 

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