Issue:
- When attempting to set up Outlook Desktop Sync, user is given the alert "You must set up your personal information manager information first"
Environment:
- Clio Manage
- Microsoft Outlook Desktop
Additional Information:
n/a
Cause:
The Clio Sync Setup is not searchable on the user's computer, and they are unable to search this using the Windows global search tool.
Resolution:
Open the Clio Sync Setup application on user's desktop
If unable to locate this from the Windows search function, complete the following steps:
- Open Window's finder
- Navigate to C:/ Drive
- Click on Program Files (x86)
- Click on Clio Sync
- Open the Companion Link application
- This will launch the Clio Sync Setup application and this will allow you to launch the set-up of Clio Sync.
Visual representation of the location of the Companion Link Clio Sync Setup Application below