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How Can I See Who Is Included in a Secure Message Thread?

Objective:

  • View who is on a Secure Message thread
  • View the parties on Secure Message 

Environment:

  • Clio Manage

Additional Information:

Parties are the names of Users or Contacts included in the thread. 

Procedure:

  1. Click on the main Communications 
  2. Click on the Secure Message tab
  3. Click on the Matters threads sub-tab
  4. Click on View from the "Actions" column OR click the drop-down arrow then click on View
  5. At the top, next to To, you will see parties who can reply to the thread

 

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