KCS - How to Export Matter or Contact Notes

Objective:

  • How to export all Matter Notes so you can print them
  • How to export Matter Notes as a PDF
  • Export Contact Notes

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Open the appropriate Matter or Contact
  2. Select the Notes sub-tab
  3. Select Export
  4. Select the Export Range
  5. Select the Output Format
  6. Select Create Export
  7. Select Download

 

 

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