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Why Does it Show I Uploaded a ".eml" File Type Document in the Firm Feed?

Question:

  • Why is the Primary Subscriber's name showing up in the Firm feed when they haven't uploaded the document?
  • Why are certain activities attributed to the Primary subscriber?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

When a User logs an email using the add-on or the MailDrop Address, an ".eml" record of the email automatically gets filed under the Documents tab, since this is an automated action, it will be attributed to the Primary Subscriber.

 

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