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Can I Export All Contact and Matter Notes to PDF?

Question:

  • Can I export all contact notes to PDF?
  • Can I export all matter notes to PDF?
  • Can I export contact and matter notes in bulk to PDF?

Environment:

  • Clio Manage

Additional Information:

  • For steps on how to export notes for a single contacts and matters, click here

Answer:

At this time it is not possible to export all contact and matter notes to PDF. You can export them individually to PDF. You can export notes in bulk to CSV. If you're wanting to export in bulk, then you can follow the steps in this article:

 

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