KCS - I Saved an Email with an Attachment From the Gmail Chrome Extension But I Can Not See it in Clio

Issue:

  • Unable to locate Document that was filed from the Gmail Chrome Extension

Environment:

  • Clio Web App
  • Gmail

Additional Information:

If you have a Document integration setup with Clio, you must ensure you are viewing the "Clio" Documents tab when attempting to locate the forwarded Document.

Cause:

The Document is located under the Documents sub-tab of the Matter

Resolution:

  1. Navigate to the appropriate Matter
  2. Select the Documents sub-tab
  3. Locate the file within the list of Documents

 

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