Objective:

• Potential to attach any Document saved into Clio to an email composed using Outlook, Gmail, etc.

Environment:

• Clio Manage

Additional Information:

• Workaround: save the Document to your computer's desktop or to an existing Document Integration that is synced to your desktop.
• Workaround: save the Document to your computer's desktop or to an existing Document Integration that is synced to your desktop and send a Secure Message via Clio Connect.

Answer:

• No, it is not possible to use Documents in Clio as email attachments.