KCS - Can a Clio Connect User Download Secure Messages?

Objective:

  • Is there a direct way for Clio Connect users to export Secure Messages?

Environment:

  • Clio Web App

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

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