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How do I Edit the Author of a Matter Note?

Objective:

  • Change the author of a Matter Note
  • Matter Note
  • Author
  • Edit a Matter

Environment:

  • Clio Manage

Additional Information:

At present, in Clio, you are unable to edit the User that has created a Note on a Matter, but if you'd like to see this added to Clio do let Support know and we can add this to the Developers Roadmap. Please find the steps below that you can take if needed:

Procedure:

  1. Click on the Matters tab from the navigation bar
  2. Select the desired Matter
  3. Click on the Notes tab within the Matter
  4. Export the Notes (will be needed later)
  5. Delete the incorrect Notes
  6. Have the correct user log into the account
  7. Using the export of previously entered Notes under the user

 

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