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How to Send a Secure Message to Multiple Contacts?

Objective:

  • How to send secure messages to multiple contacts.
  • Can I bulk share secure messages to multiple contacts?
  • How do I send secure messages in bulk?

Environment:

  • Clio Manage

Additional Information:

You can also send Secure Messages to Multiple Contacts by using the Mobile App. To learn more Please click  How to Send Secure Messages to Multiple Contacts Using the Mobile-app

Answer:

Procedure:

  1. Go to the Create New Matter screen 
  2. Click on  the dropdown menu
  3. Click on Secure Message
  4. Fill out the Multiple Contacts you want on the To field. 
  5. Draft Message
  6. Send

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Screen_Shot_2021-07-15_at_9.47.48_PM.png

 

 

 




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