KCS - How to Manually add an Email Log in Clio

Objective:

  • How to add an email log without using Maildrop

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

New Clio:

  1. Go to Communications
  2. Click Add Email Log
  3. Fill out the form
  4. Click Save Email Log

Previous Clio: 

  1. Go to the Communications tab
  2. Click the Logs subtab
  3. Click Add
  4. Open the Type drop-down menu
  5. Select Email 
  6. Fill out the rest of the form
  7. Click Save
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