Category: Clio

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Resync Clio Calendar to G Suite with Google Sync

If your Clio calendar has stopped syncing to Outlook / Google / iPhone / etc., then you may need to re-establish the Google Sync connector in Clio.  To check if this is an issue that is affecting your account, go to Clio > Settings > Contact and Calendar Sync > Google Sync “Configure”.

Under “Clio Calendars”, you will find your name along with the last time it has successfully sync’d to your G Suite calendar.

In order to correct a stalled sync, follow these steps: Continue reading “Resync Clio Calendar to G Suite with Google Sync”

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Click to File for Outlook – Installation, Configuration, and Usage

INSTALLATION

  1. Uninstall any previous version of Click to File from (WIN+X) Control Panel > Uninstall a Program > Click to File > Uninstall
  2. Download the latest version of Click to File here: http://justclicktofile.com/ctfoutlook2015.exe
  3. Install by authorizing security prompts and accepting all defaults.

Continue reading “Click to File for Outlook – Installation, Configuration, and Usage”

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How to Remove a Clio Matter from My Drive

When you sync a matter to your local desktop from Clio using Google Drive, every change you make to that folder and its files is reflected in Clio.  That includes deleting the folder!
DO NOT DELETE a folder from your My Drive if you are done working on a matter and no longer need it to sync to your computer.  This will delete the folder in Clio for everyone!
Instead, when you are finished with a matter and no longer need it to sync to your My Drive, follow these steps to REMOVE the folder:
RemoveDirectory
Continue reading “How to Remove a Clio Matter from My Drive”

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Open PDF Files from Clio in Adobe (not Chrome)

When you open a PDF file from Clio (or Google Drive), the file likes to open in your web browser as a preview.  Here is how to force Chrome to open that PDF in Adobe Acrobat (or any default PDF application).
Open Chrome and in the address bar, type:   chrome://plugins/
(Hit Enter)
Disable “Chrome PDF Viewer” and “Adobe Reader”  (click “Disable” – disabled items appear to have a grey background)
disablechromepdf Continue reading “Open PDF Files from Clio in Adobe (not Chrome)”