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Can I Drag and Drop an Attachment Directly from my Email into a Documents Folder of a Client or Matter?

Objective:

  • Drag and Drop Straight from Email into Documents folder
  • How to Drag and Drop an Attachment straight into Clio from an Email
  • Ability to drag an email attachment into a Clio folder

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, unfortunately an attachment is required to be saved to your desktop before you are able to drag and drop the file into Clio.

 

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