Objective:
- Separate a Secure Message from a Matter
- Disassociate a Secure Message from a Matter
- Unshare a Secure Message from a Matter
Environment:
- Clio Web App
Additional Information:
n/a
Procedure:
- Go to the Communications tab
- Select the Secure Messages sub-tab
- In the Actions column, select the arrow next to the Message you want to unlink
- Select Edit Matter Link
- Remove the current Matter
- Click Save Matter Link