Working with Emails - Clio Operate

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Working with Emails: Introduction

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...

First posted: June 7th, 2022 1434 views 0 likes
Working with emails: Configure Quick Steps in Outlook

This article is not Sharedo specific but rather refers to the Quick Steps functionality within Outlook that can be configure to streamline the way...

First posted: June 7th, 2022 2833 views 0 likes
Preparing an email

To generate a new email, select an email entry from the Prepare menu on the Action bar: . For example: Alternatively, as described above,...

First posted: August 26th, 2022 1671 views 0 likes
The ShareDo Outlook Add-in

The Outlook Add-in is dependent on ShareDo v7.7 or later. While the add-in is available for New Outlook (see below), it is not available...

First posted: May 31st, 2024 2351 views 1 likes
Configure Special Characters for Email Addresses

You may receive a validation error when entering or configuring email addresses that contain special characters. Valid special characters for contact types are defined...

First posted: February 16th, 2026 70 views 0 likes