KCS - How Do I Reset the Outlook Desktop Sync?

Objective:

• To learn how to reset the Clio Sync Tool

Environment:

• Clio Web App
• 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:

1. Open Clio Sync Setup
2. 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. 
3. Close Clio Sync Setup (click Exit on the Clio Sync Setup)
4. Click Control + Alt + Delete, and terminate the CompanionLink.exe Process
5. Delete the "companionlink.ini" file and all .DAT files in this folder
6. Open Clio Sync Setup
7. Reconfigure Clio Sync (set the sync settings to what they were before the companionlink.ini file was removed)
8. Click Synchronize