Objective:
- Is there a direct way for Clio Connect Users to export Secure Messages?
- How do Clio Connect Users download Communications?
Environment:
- Clio Manage
- Clio Connect
Additional Information:
n/a
Answer:
No, there is currently no direct way for Clio Connect users to download secure messages. However, Clio Connect users can download a PDF of these messages by going to the Communications tab, clicking File > Print, and downloading a PDF of this page. For steps on downloading PDFs from the print screen, see below:
Mac:
- Type ⌘P on your keyboard to bring up the Print screen
- Click "Open PDF in Preview"
- Click File
- Click Save
Windows: Click here for instructions