Objective:

• Understand the Smart File option in the Outlook Add-in for Clio

Environment:

• Clio Manage
• Outlook

Additional Information:

In July 2018, we updated the Outlook Add-in for Clio to improve speed and convenience when using the "Scan and Bulk File" option. Previously, the list of emails was paginated.

Answer:

Emails to be filed to Clio using "Scan and Bulk File" are displayed in an infinitely scrolling list.