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Location of Documents Emailed to Clio

When you follow the steps for emailing to the Communications tab of a matter, the Document will arrive in the Documents tab of the Matter in a generated folder called "Email Attachment".  Please note, the Document will show in the Clio Documents, not Dropbox, Box, Google Drive, or NetDocs at this time:

If you would like to change the category of the Document, click on the "Edit" quick link. If you would like to change the name of the folder, click on the "Rename" quick link.  

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