The Clio Cloud Conference is happening October 26-29. Save your spot.

Can I File an Email to Multiple Matters Using the Outlook Add-In?

Objective:

  • How do I file an email to more than one Matter in Outlook Plugin
  • How do I file emails to different Matters at the same time
  • Can I file an email to mulltiple Matters with the Office 365 Add-on

Environment:

  • Clio Manage
  • Outlook

Additional Information:

  • To change the Matter that an email is associated with, see here
  • As a workaround, you can file to a second Matter using Maildrop

Answer:

No, unfortunately, you cannot file an email to more than one Matter using the Outlook Add-in. You can, however, use MailDrop to forward emails to multiple Matters.

If you would like to add your vote to this Feature Request, please contact our Support Team.

 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality