KCS - Where do Emails Filed from the Outlook Add-in Go?

Objective:

n/a

Environment:

  • Clio Web App
  • Outlook Add-in

Additional Information:

When filing an email from the Outlook Add-in, you specify the Matter you'll be filing to. The email will be visible in the Communications tab of that Matter.

Answer:

Emails filed with the Outlook Add-in appear in the Communications section of Clio. You may view them by viewing either the main Documents tab, or the Documents sub-tabs of the Contact or Matter pages.

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