KCS - Downloaded Clio Plug-in for Office 365 but the Clio Icon is Not Available

Issue:

  • No Clio icon in Office 365 Outlook after downloading add-in from Office 365 Store
  • No Clio button to file emails after downloading plug-in for Office 365 

Environment:

  • Clio Web App
  • Office 365 Outlook 

Additional Information:

For more information about the Outlook add-in, see here

Cause:

Add-in needs to be selected in the Outlook settings. 

Resolution:

  1. Log in to your Office 365 account
  2. Go to the Outlook app
  3. Click on the settings gear, then click "Manage add-ins."Manage_add-ins.png
  4. In the Add-ins sidebar, search "Clio" then click the "Off" toggle to enable the add-in.

search_clio.png

successfully_added.png

 

 

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