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To send a message to all team members, all associated individuals (team, vendors, etc.), or all vendors and law firms:

  1. Within a matter record, select Messaging from the Team, Firms, Parties tab in the Matter Navigation Bar.
    Messaging Team Members
  2. Click Next.
    1. Manage the recipients in the group by clicking the checked radio box icons under Send To.
  3. Use the radio boxes to save the message as a text record or send a copy to the individual by email.
  4. Click Send to confirm.
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