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Can I Re-file a Email That was Previously in Clio to Another Matter Using Gmail Add-on?

Objective:

  • I deleted the E-mail Communication in Clio but cannot re-file the email to another Matter

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Procedure:

After deleting the Email Communication in Clio please follow the steps below:

  1. In your Gmail, go to the Email you wish to file
  2. Click on the Clio Icon
  3. Click the three vertical dots
  4. Click Refresh Clio Data 
  5. Select Matter 
  6. Click Log Email 

 

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