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If I Delete a Draft Bill, will my Changes be Saved?

March 11, 2019 22:16

Objective:

If I delete a Draft Bill and I've made Changes, will the Changes Reflect in the Matter?
If I Delete a Draft Bill with Changes, Will my Changes be Saved?

Environment:

Clio Web App

Additional Information:

In the New Clio Experience, original records will be updated automatically however you can uncheck Update records (under the Issue date) to make changes to the bill without affecting the entries in the matter.

Answer:

Yes, your changes will save in the Matter as long as Update Records is checked.