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Can Secure Messages Sent without a Matter Link Be Viewed Outside of the Sender's User Account?

Objective:

  • Secure Message Visibility
  • Can I see all Secure Messages sent and received in Clio?

Environment:

  • Clio Web App
  • Clio Connect

Additional Information:

These messages can be viewed within the Sender's User account. Go to Communications > Secure Messages > My Messages. 

Answer:

No, Secure Messages that were sent without a Matter association can only be viewed within the Sender's User account.

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