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:
- Click on the settings gear in the top-right corner of Outlook
- At the bottom, click View all Outlook settings
- Go to the Customize Actions pane
- 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.