- Uninstall any previous version of Click to File from (WIN+X) Control Panel > Uninstall a Program > Click to File > Uninstall
- Download the latest version of Click to File here: http://justclicktofile.com/ctfoutlook2015.exe
- Install by authorizing security prompts and accepting all defaults.
Continue reading “Click to File for Outlook – Installation, Configuration, and Usage”
When migrating data to a cloud hosted practice management provider (such as Clio), the Time Matters data export is ok to grab most data such as contacts, matters, and events. But what about emails? Here is a trick that will get all that data out of Time Matters and into an Excel XLSX spreadsheet.
(Note: I used Excel 2007) Continue reading “How to Export Time Matters Data as an Excel Query”
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:
Continue reading “How to Remove a Clio Matter from My Drive”
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/
Disable “Chrome PDF Viewer” and “Adobe Reader” (click “Disable” – disabled items appear to have a grey background)
Continue reading “Open PDF Files from Clio in Adobe (not Chrome)”