KCS - How to Change Outlook Desktop Sync to Only Sync from Clio to Outlook

Objective:

  • Changing the settings for Clio Sync from bi-directional to one way

Environment:

  • Clio Web App
  • Clio Sync Setup

Additional Information:

Information from Clio will be transferred to Outlook. No information from Outlook will transfer to the Clio. For more information on how to set up Clio Sync for Outlook click here.

Procedure:

  1. Search PC from Start menu for Clio Sync Setup and click to open
  2. Click on Settings 
  3. Enter your Clio login credentials and click on Next
  4. Click Configure to set sync configuration options
  5. Within the Transfer Method tab ensure that Add Clio info to Outlook is ticked 
  6. Click Apply

 

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