KCS - How Do I Get An Exact Copy of the Email Sent to My Client When I Share a Bill?

Objective:

  • Does Clio Have a Sent Folder?
  • Is There a Copy of the Bill Shared via Email?

Environment:

  • Clio Web App

Additional Information:

Clio does not have a sent folder for emails sent out of Clio. You can CC yourself with the steps below to get a copy of the Bill shared via email, or you can add a message to have a record of the Bill being sent in your Communications tab.

Procedure:

  1. Add yourself as a Contact in Clio
  2. Click Share on the Bill
  3. Add yourself as an additional Contact in the Select Contacts field
  4. Add a message if needed
  5. Click Share Bills

 

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