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KCS - Is it Possible to Save Attachments from Emails Forwarded Into Clio Directly to a Document Integration?

Objective:

  • I want the Document included in my email to save to Google Drive 
  • I want the Document attached to my email log to save directly to Dropbox
  • Can I save the Document directly to Box when forwarding an email?
  • How to set it up so my Documents attached to emails save to OneDrive
  • Filing Communications into Clio with Documents
  • Forwarding Document Attachments into Clio

Environment:

  • Clio Web App

Additional Information:

  • If you would like to see the feature added, request that a Support Agent submit your vote to this feature. 

Answer:

  • No, at the current time the attached Document will only file Clio Documents. 
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