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How Can I See the Note I Added For a Bill Submitted For Approval?

Objective:

  • View the Notes on Draft Bill

Environment:

  • Clio Manage

Additional Information:

  • Workaround: If you would like to see the note that was added to the bill, you will have to add yourself as one of the persons approving the bill. This will email you with the bill with the note that you have added.

Answer:

The Note will appear in the email of the person approving the Bill.

 

 

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