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How do I Save Multiple Attachments from an Email Thread using the Gmail Add-on?

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:

  1. In your Gmail inbox, click into any email from the thread you want to file
  2. Click the Gmail Add-on icon to display it (if it's not already displayed)
  3. Ensure that the correct Matter is selected at the top of the Clio Add-on
  4. In the Clio Add-on, click View to view the attachments on the email
  5. If there is more than one attachment you want to file, click Save All
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