Objective:
- Store email attachments in a Clio Matter
- File emails to Clio with their attachments
Environment:
- Clio Manage
- Gmail Add-on
Additional Information:
In certain cases where the total size of the attachments in the thread is too large, the Add-on may be unable to save all attachments at once. As a workaround, you can save the attachments per message (rather than for the whole thread), or file each attachment individually.
Procedure:
- In your Gmail inbox, click into any email from the thread you want to file
- Click the Gmail Add-on icon to display it (if it's not already displayed)
- Ensure that the correct Matter is selected at the top of the Clio Add-on
- In the Clio Add-on, click View to view the attachments on the email
- If there is more than one attachment you want to file, click Save All