Objective:

n/a

Environment:

• Clio Manage
• 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.