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Can I Use Formatting (Bold, Italics, Underline) with Matter or Contact Notes?

Objective:

  • Is there a way I can bold or highlight in notes?
  • Can I add Rich Text to Matter Notes?
  • Can I bold text in a Note

Environment:

  • Clio Manage

Additional Information:

Steps on how to upload a Document can be found here.

Answer:

Unfortunately, not at this time. If you want to store a note with formatted text, you can upload a Word or Text File to the Documents Tab of a Matter/Client.

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