KCS - How does the Outlook Add-in display the emails to be filed when using "Scan and Bulk File"?

Objective:

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

Environment:

  • Clio Web App
  • 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.

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