How to Set Up an Email Sync an Office 365 Account in Clio Grow

Environment:

• Clio Grow

Additional Information:

• If you get an error when inputting your credentials, then you may need to input some additional details. Click “Additional Settings” and input your Exchange Server Name and Exchange Username.

Procedure:

1. Go to the Settings page
2. Click on the “Email & Calendar Sync” tab
3. Click “Sync Email”
4. Follow the prompts and input your email credentials
5. When your email is synced, you should see a checkmark next to the Synced field in your email settings