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Can I Choose Which of the Multiple Contact Emails to Send a Document or a Bill To?

Objective:

  • Share a document with one email address of a contact and a bill with the other email address of the same contact

Environment:

  • Clio Manage

 

Answer:

Not at the moment. 

You can only share emails and documents with the primary email address.

Please contact Support to vote for this feature.

 

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