Clio's custom actions enable users to launch a mailing directly from the Clio matter screen.
Simply click on the Actions / Edit tab and choose your "SEND" type.
Accessing Documents:
CaseMail enables you to select documents from various sources and combine them into a single document for mailing.
Document Links:
Previous Mailings: Clicking this option will present a list of mailings that have been sent per this matter or case.
My Documents: Clicking this option will present a list of company documents stored in CaseMail and are not dependent on matter, client or case.
Client's Documents: Clicking this option will present a list of documents uploaded and assigned to a client that was created in CaseMail.
Client's Clio Documents: Clicking this option will present a list of your Clio Client's documents stored in Clio
Desktop Documents: Clicking the "paper clip" icon enables you to upload documents from your desktop or any document management tool associated with your desktop browser.
Accessing Contact / Recipient Info:
CaseMail enables you to select contacts from various sources and combine them into a single mailing list
Contact Links:
Client's Previous Mailings: Clicking this option will present a list of contacts that have been sent per this matter or case.
Client's Address Book: Clicking this option will present a list list of documents uploaded and assigned to a client that was created in CaseMail.
My Address Book: Clicking this option will present a list of contacts stored in CaseMail and are not dependent on matter, client or case.
Client's Mailing List: Clicking this option will present a list of previously created mailing list associated with this matter, case, or client.
Desktop Documents: Clicking the "paper clip" icon enables you to upload documents from your desktop or any document management tool associated with your desktop browser.
Client's Clio Address Book: Clicking this option will present a list of your Clio Client's documents stored in Clio
Add Contact/Recipient Form: You can manually enter in recipients using the form. Entering save will add each recipient to the current mailing.
Select Postage and Mailing Instructions:
Once options are selected use the "Next" button to advance to the next screen
Submit Mailing(s)
Checkout: Clicking this option submits mailing(s) for processing
Save and Create New: Clicking this option saves mailings to your Mail Queue and are not submitted until checked out.
Sending From the Mail Queue:
To checkout and submit mail saved in your Mail Queue for processing. Click on the "SEND" icon on the left menu bar / then click on Mail Queue in the drop down menu.
Select the mail to be submitted and then click "Checkout"
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Activities Record in Clio
Once your mail has been submitted CaseMail automatically records each mailing's description and associated fees in the Clio matter activity screen.