KCS - Is it Possible to Save Attachments from Emails Forwarded Into Clio Directly to a Document Integration?

Objective:

  • Filing Communications into Clio with Documents
  • Forwarding Document Attachments into Clio

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No. It is not possible to forward the file attachments into the Document Integration set up in Clio. When Emails are forwarded into Clio with file attachments, this will be filed in the 'Email Attachments' Document Folder within Clio Documents. 

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