![]() ![]() ![]() Select the region that pertains to your Clio account, not the region you personally reside in. The first time you try to file an email, you will be prompted to select your region and authorize the connection with Clio. ![]() To use the Add-in, open an email, then click the blue Clio button, then click File. You will then want to exit from the window and refresh your page. In the Add-ins search bar, search "Clio" then click on the name. Log in to your Office 365 account, go to your Outlook, click on New Message, then click Get add-ins. Once you close the Add-Ins window, a Clio group will be added to the Home ribbon.Click Get Started for a short tutorial on how to use it.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
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |