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Does the Bill Secure PDF download Expire?

 

Objective:

  • Downloading Bills
  • Exporting Invoices 

Environment:

  • Clio Manage

Additional Information:

n/a

 

Answer:

The Secure PDF link will expire after 90 days from the moment it is shared. This means that clients will not be able to use their email as a history of bills sent, and will need to reach out to their lawyers to get a new bill. This is in line with functionality that exists in Outstanding Balances, as well as Clio Payment links.

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