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How Do I Have My Chat Transcript Emailed to Me From Within a Chat?

Objective:

  • How do I get my chat transcript sent to me?
  • Can I have my chat transcript emailed to me?

Environment:

  • Clio's Live in-App Chat

Additional Information:

n/a

Procedure:

  1. Click on the three horizontal dots at the bottom right of the Chat
  2. Click Email transcript
  3. Enter the email address that you would like the transcript sent to
  4. Click Send and the transcript will be emailed once the chat has ended

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