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Can I Add Another User on Matter/Contact Notes to Receive Notifications?

Objective:

  • Can another firm user be tagged on Matter/Contact Notes?
  • How do I add a user to Notes to receive notifications? 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

When creating a note, there is a section at the bottom for Notifications. Here, you can add additional firm users to receive notifications.

 

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