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Sending and managing email from within a case, including from Outlook
Watch this short video to understand how you can manage emails using Clio Operate. Note that the version of the Outlook add-in you see in this snippet h...
This article is not Clio Operate specific, but rather refers to the Quick Steps functionality within Outlook that can be configured to streamline the wa...
To generate a new email, select an email entry from the Prepare menu on the Action bar: . For example: Alternatively, as described above, to attach a ne...
Learn how to successfully configure special characters in email addresses.