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How to Move a Logged Email to a Different Matter

Objective:

  • I logged an email to the wrong Matter in Clio
  • How do I move an email that I saved to the wrong Matter in Clio using the Add-in to another Matter?

Environment:

  • Clio Manage

Additional Information:

  • Please note: If an attachment was logged with this email as well, it will need to be moved from the 'Email Attachments' folder within the Documents subtab of the Matter, into the appropriate Matter folder.

Procedure:

  1. Navigate to the Matter that the Email is currently located
  2. Click the Communications subtab within the Matter
  3. Located the email that you would like to move and click Edit beside that email

    Screen_Shot_2020-11-05_at_9.42.10_AM.png

  4. Update the Matter field
  5. Click Save email log

    Screen_Shot_2020-11-05_at_9.43.35_AM.png

 

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