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Outlook 2016 mac add ins folder how to#
Outlook 2016 mac add ins folder windows#

When prompted to allow or ignore the add-in to display a new window, click Allow.

UK and EMEA (Europe, Middle East, Africa): eu.

If you are unsure which server your account is on, check by viewing the URL in your Clio Manage browser window: By default, North American accounts are created on the North American server, not the Canadian server. Note: The region for your Clio Manage account is not necessarily the region that you physically reside in.

Use the dropdown arrow to select the region for your Clio Manage account, and then click Connect to Clio Manage.

Follow the sign-in directions to stay signed in to your Microsoft account.

If prompted to either allow or ignore Clio's Outlook Add-in to display a new window, click Allow.

Open an email, click the icon for Clio's Outlook Add-in, and select File Email.You can also open an email, click the ellipsis (.), hover over or click Clio's Outlook Add-in, and select File Email.īefore filing an email for the first time, you need to connect Clio's Outlook Add-in to your Clio Manage account. Open an email, click the Clio icon, and select File Email.In Outlook for the web, you can pin the email filing window by clicking the Clio icon or by clicking the ellipsis (three dots). Click the pin icon once to pin the window.Click the Clio icon in the Home ribbon (Windows) or the Toolbar (Mac) and select File Email.When you pin the window, the email filing window will automatically appear when an email is opened. You can also pin the email filing window for Clio's Outlook Add-in. Under Message surface, check the box for Clio's Outlook Add-in if you want to see the icon when reading a message.Under Toolbar, check the box for Clio's Outlook Add-in if you want to see the icon when composing a message.Open an existing email or begin composing a new message.If you do not see the icon attached to each message on Outlook for the web, follow these steps to add it: The icon will also be attached to each email message in Outlook for the web.

Outlook 2016 mac add ins folder windows#

If you are using Outlook desktop for Windows or Mac, the icon for Clio's Outlook Add-in is attached to your Home ribbon or Toolbar by default after installation. Pin Clio's Outlook Add-in Pin the icon for Clio's Outlook Add-in This Clio icon makes it easier to file emails and attachments.

Outlook 2016 mac add ins folder how to#

Once installed, click Get Started for a short tutorial on how to use the add-in.īy default you will see a Clio icon in the Home ribbon/Toolbar in Outlook desktop and attached to your email message in Outlook for the web.

Use the search bar to search for Clio's Outlook Add-in, and then click the search result.

Select New message or open an existing email.Click the ellipsis (three dots) in the Toolbar.The add-in is only available on Outlook 2016 or later with any Microsoft 365 Business subscription, on Microsoft-backed email accounts. Note: Clio's Outlook Add-in is available on all of Clio's subscription plans.