Export the message conversation history on a matter

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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, then select the Messages tab.

    matterMessages.png
  2. Select the External tab on the top-right corner of the Messages tab, then select the conversation you wish to export.

  3. Select the Three dots on the top-right corner of the conversation, then click 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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