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Will I Get a New Document Uploaded Email Notification From My Client for Clio Connect if It Is Added as an Attachment to a Secure Message?

Objective:

  • Will I receive a new Document uploaded email notification be sent if my client adds an attachment to a Secure Message?
  • Why am I not getting a new Document uploaded email notification when my client sends me a Document?

Environment:

  • Clio Connect
  • Clio Manage

Additional Information:

  • To update your notification settings for Clio Connect please click here.

Answer:

No, you will only receive a new Secure Message email notification if your client adds an attachment to a Secure Message. The new Document uploaded email notification will only send if your client uploads a Document on the Documents tab in Clio Connect.

If you'd like this to trigger a new Document uploaded email notification with this workflow, please reach out to Clio Support here to submit a Feature Request.

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