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Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

How to Unlink a Secured Message from a Matter

Objective:

  • Separate a Secure Message from a Matter
  • Disassociate a Secure Message from a Matter
  • Unshare a Secure Message from a Matter

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to the Communications tab
  2. Select the Secure Messages sub-tab
  3. In the Actions column, select the arrow next to the Message you want to unlink
  4. Select Edit Matter Link
  5. Remove the current Matter
  6. Click Save Matter Link

 

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