Export a message conversation to your matter

Should you be required to export your conversation history for auditing purposes or evidence in court, you can do so by following these steps:

  1. Open the matter file, then select the Messages tab.
  2. Select the vertical dots icon on the top-right corner of the conversation.
  3. Select Export Conversation To Matter.
  4. The full conversation history will be exported to a .csv file and saved to the matter document list. 
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