San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

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 “Emai & 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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality