Objective:
- Confirmation on if an Email or Thread has been logged to Clio.
Environment:
- Gmail
Additional Information:
• This is in regards to confirmation an email or thread has been logged into Clio from Gmail rather than the Communications Tab inside of the Matter dashboard.
• Please view the screenshot below regarding the Gmail Add-on.
Procedure:
- Sign in to your Gmail account.
- Click into the Email or Email thread you wish to log.
- Click on the blue Clio Add-on symbol on the right hand side.
- Please view the section below Select a Matter to verify if that Email or Thread has been logged.