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.