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KCS - What Does 'Smart File' Mean in the Outlook Add In?

Objective:

  • What does clicking 'Smart File' in Outlook do?
  • How does 'Smart File' work in the Outlook Add In?

Environment:

  • Clio Web App
  • Outlook

Additional Information:

n/a

Answer:

Choosing Smart File means the Outlook Add In will scan your inbox to see what new emails you've gotten in the last 48 hours that you might want to file to Clio that you haven't already filed. It will also look for replies to threads that have already been filed. The reply will be filed as a separate email log.

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