KCS - Can I Save Email Attachments into Clio Documents?

Objective:

  • Can I add an email attachment into Clio without downloading it to my computer first? 

Environment:

  • Clio Web App
  • Clio for Gmail Chrome Extension
  • Outlook Add-in

Additional Information:

n/a

Answer:

Yes, if you file the email into Clio, attachments can be saved to the Matter also. You can check out our email filing options here: What Options are Available for Filing Emails into Clio Matters?

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