Objective:
- Bulk import Contacts
- Archive email to Clio
Environment:
- Clio Manage
Additional Information:
For more information on how to Upload a Document to Clio, please reference the link below:
How Do I Upload Documents to Clio?
Answer:
1. Create folder for each Client on your computer
2. Export emails for that specific Client into that folder
3. Upload the files into the Documents sub-tab in the Contact in Clio