KCS - How Can I See the Note I Added for a Bill Submitted for Approval

Objective:

  • View the Notes on Draft Bill

Environment:

  • Clio Web App

Additional Information:

Workaround

If you would like to see the note that was added on 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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