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What Dates are Referenced When Emails are Filed Into Clio Manage?

Objective:

  • Filing emails from the Outlook Add-In
  • Which date will Clio file the Email in from Outlook

Environment:

  • Clio Manage
  • Microsoft Outlook

Additional Information:

  • n/a

Answer:

The email will be filed in Clio, under the Communications tab, using the date it was received in Outlook, unless the checkbox is selected to use today's date when filing the email.

The .eml file saved in the Documents tab will have the date and time from when the email was filed into Clio added at the beginning of the file's name.

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