KCS - Can I Export All of My Secure Messages From Clio?

Objective:

  • How do I get my Secure Messages out of Clio?

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

At this time, Clio does not allow for the bulk exporting of Secure Messages. To print individual Secure Messages:

  1. Click on the Communications tab
  2. Click Secure Messages
  3. Click the Subject of the message you wish to print
  4. Click Print
  5. Select a PDF print driver
  6. Print the Secure Message to PDF.
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