Objective:

• Use Outlook Add in
• Set up the Outlook Email feature
• Use the Clio Outlook Plugin
• Unable to find Outlook Add-in
• Unable to see "file" option

Environment:

• Clio Add-in for Microsoft Outlook

Additional Information:

To make the Clio Add-in always show in the Message Window and Toolbar by default:

1. Click on the settings gear in the top-right corner of Outlook
2. At the bottom, click View all Outlook settings
3. Go to the Customize Actions pane
4. Scroll to Message Surface and Toolbar, and check the box next to "Clio Outlook Add-in". This will ensure that the Clio icon is displayed

Answer:

When composing a new email, or replying to an existing email:

To the far right of the Send/Discard buttons, click the three dots button. From there, you will see the Clio for Outlook Add-in listed, and can use it from there.