Question:
- Can I email a note to another user?
Environment:
- Clio Manage
Additional Information:
- n/a
Answer:
Not at this time. If you would like to see this feature added to Clio, please contact support@clio.com with your request and explain how this would benefit your firm.
A workaround would be the following:
- Go to Matter
- Select the Notes tab
- Click the dropdown arrow beside the Edit button
- Select Print
- Under Destination select 'Save as PDF'
- Select 'Print'
- Save the Note as a PDF
- Attach this Note to your e-mail and send to the Contact
