How Do I Manually Add an Email Log in Clio?

Objective:

• How to add an email log without using Maildrop
• Can I Log an email that was already sent?

Environment:

• Clio Manage

Additional Information:

This will log the date you created the Communication. If you want to add the date of when the email was sent, you will need to add that into the body of the Email Communication.

If you are wanting to log an email using MailDrop, click here. 

Procedure:

1. Highlight and Copy the Email
2. Go to Communications
3. Click New Email Log
4. Fill out the required fields 
5. Paste the Email contents into the Body
6. Click Save Email Log