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Can I set Permissions for Matter Notes?

Question:

  • Can I hide Matter Notes from Users?
  • Can I make Notes confidential?

Environment:

  • Clio Manage

Additional Information:

  • If you would like to add your vote to this feature request, please let us know via email at support@clio.com

Answer:

You are not able to set permissions for Matter Notes at this time.

 

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