This article may be out of date!
Visit the New Knowledge Center
Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.
Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

Can a Clio Connect User Download Secure Messages?

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: 

  1. Type ⌘P on your keyboard to bring up the Print screen
  2. Click "Open PDF in Preview"
  3. Click File
  4. Click Save

Windows: Click here for instructions

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality