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Can I Attach a Document from Clio to a Regular Email?

Objective:

  • Potential to attach any Document saved into Clio to an email composed using Outlook, Gmail, etc.
  • Can I Attach a PDF document from Clio to an email I drafted in Outlook

Environment:

  • Clio Manage

Additional Information:

  • Workaround: save the document to your computer's desktop then upload it as an attachment to your email.
  • Workaround: Open the document via Clio Launcher and from the default program that opens the document, use the share feature if available and select "Email". This will load your computer's default email program with the document attached.

Answer:

  • No, it is currently not possible to use Documents in Clio as email attachments. If you would like to request for this feature, please reach out to our support team by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio and let us know.
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