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How Do I Synchronize Outlook Desktop Automatically?

Objective:

  • How do I get Outlook Desktop to Synchronize automatically?

Environment:

  • Clio Manage

Additional Information:

  • For more information on setting up your sync, please click here

Procedure:

  1. Search PC from Start menu for Clio Sync Setup and click to open
  2. Click on Settings
  3. Enter your Clio login credentials and click on Next
  4. Click Configure to set sync configuration options
  5. Click the Auto Synchronization tab
  6. Ensure you pick a synchronization option other than Synchronize Manually

 

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