When you enable the Clio Add-in in either Outlook 365 or Outlook desktop (with a 365 Business Standard subscription), the Add-in will automatically be added to the other as well.Ĭlick on the screen for the "Get Add-in button to show Installing the Clio Add-in for Microsoft Office Installing the Clio Add-in for Microsoft OutlookĪutomatically Filing Emails in a Thread to the Appropriate Matter Supports both Outlook desktop 2013+ (with an Office 365 Business Standard subscription) and.Automatically upload email attachments from Outlook to the relevant Clio Matter.Log billable client time from a Clio timer, directly within Outlook.File individual emails and email threads from Outlook directly to a Matter in Clio.This version of Outlook is no longer supported by Microsoft or Clio.įor instructions on how to uninstall the Outlook Add-In (Legacy), click here.įor instructions on Clio's new Outlook Add-In, click here.Ĭlio's add-in for Microsoft Office allows you to save emails from Outlook 365 directly to the appropriate Matter in Clio.
0 kommentar(er)
