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Where Do Email Attachments Go When I File Communications Using the Clio Outlook Add-in?

Objective:

  • Finding Documents attached to emails saved via Clio's Outlook plugin tool

Environment:

  • Office 365
  • Microsoft Outlook
  • Clio Web App

Additional Information:

Attachments are saved in the Clio tab of Documents

Answer:

Documents saved via Clio's Outlook Add-in are stored in an Attachments subfolder for the Matter selected when filing that Communication.

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