Objective:
- To learn how to reset the Clio Sync Tool
Environment:
- Clio Manage
- Outlook for PC
- Clio Outlook Desktop Sync
Additional Information:
This process should not be taken as your first attempt to fix a problem and should only be completed when advised to by Clio Support. Please call or chat with Clio Support before completing these steps.
Please Note:
- When these steps are complete the user will have to log in again with their credentials
- None of the user's existing configuration (sync interval, etc) will be remembered.
This step may be used to solve the below issues:
- The user is trying to connect the Outlook Desktop Sync with a different email address
- The user recently switched to Outlook Exchange.
Procedure:
- Open Clio Sync Setup
- Either:
- Click CTRL + SHIFT + D (while the Clio Sync Setup is the focus of the page).
- Or
- Open a Windows Explorer window and go to C:\Users\<Username>\AppData\Roaming\Clio Sync
- The Username will be the name of the Windows User currently logged in.
- Close Clio Sync Setup (click Exit on the Clio Sync Setup)
- Click Control + Alt + Delete, and terminate the CompanionLink.exe Process
- Delete the "companionlink.ini" file and all .DAT files in this folder
- Open Clio Sync Setup
- Reconfigure Clio Sync (set the sync settings to what they were before the companionlink.ini file was removed)
- Click Synchronize