KCS - How do I Print Matter or Contact Notes Individual?

Objective:

  • How to print Matter or Contact Notes individual

Environment:

  • Clio Web App

Additional Information:

Procedure:

Contact Notes

  1. Open the appropriate Matter or Contact
  2. Select the Notes sub-tab
  3. Locate required Note. You can also use the filter option to locate the required Note
  4. Click Print 

Matter Notes

  1. Open the appropriate Matter or Contact
  2. Select the Notes sub-tab
  3. Locate required Note. You can also use the filter option to locate the required Note
  4. Click the down arrow
  5. Click Print 
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