KCS - How do I See a Message that I Included When Sharing a Document?

Objective:

  • Find optional message that you send when sharing a Document via Clio Connect

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Access the page for the Contact with whom you shared the Document
  2. Select the Communications sub-tab
  3. Locate the message in the Logs tab, using the Filter if needed
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