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When I Move an Email Communication From One Matter to Another, Does the Email Attachment Move Too?

Objective:

  • When moving an email communication from one matter to another, is there a way to automatically move the attachment with it?

Environment:

  • Clio Web App

Additional Information:

To move a Document in Clio: Move a Document

Answer:

Not at this time. The attachment will need to be moved from the "Email Attachments" folder within Documents into the appropriate Matter folder.

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