KCS - Where do Documents Attached to Emails go when I Forward Emails to Clio?

 

Objective:

  • Locate where Documents are saved when using the Matter Maildrop
  • Find emailed Documents in Clio

Environment:

  • Clio Web App
  • Matter > Communications
  • Matter > Documents

Answer:

They are stored in the Documents sub-tab of the Matter you sent your email to. There will be a new folder titled Email Attachments and all your forwarded Documents will be stored here. You can then move them or re-file them as desired. Note there is a 25MB Document limit per email.

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