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Can I Move XML Email Files from a Folder in Documents to the Communications Sub-tab of a Matter?

Objective :

  • To move XML Email files, from a folder in Documents subtab of a Matter, to the Communication subtab of that same Matter.

Environment:

  • Clio Manage

Environment:

  • If the User uploads the XML files into Clio's Documents, the files will only be stored under Documents.
  • If the Email is filed using Outlook or Gmail Add-on then the Email File will be stored both under Documents and Communications.

Answer:

Currently, this feature is not available at this time. If you wish to see this feature in Clio, please submit your feedback to our Support Team via email to support@clio.com.

 

 

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