Question:

• Why Matters cannot be Found When Using the Outlook Add-in?
• Do User Matter Permissions Affect Searching for Matters in Clio's Outlook Add-in?

Environment:

• Clio Manage
• Outlook Add0-in

Additional Information:

• To log out of the Outlook add-in: click here
• To change a Matters permission: click here
• To add a user to a group: click here

Cause:

Matter Permissions will affect the search results when trying to locate a matter to file an email into. Please ensure that the login used to authorize the Outlook Add-in is not restricted from accessing matters via Matter Permissions. If this is the case, Log out of the Outlook Add-in and log in with the credentials that are not affected by the Matter permissions. You may also change the Matters Permissions to everyone, or add the user to the groups which have been assigned to the matters.