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Xerox Analyst
Xerox Analyst

Clio App questions

Hi,

I am a Xerox implementation specialist.

I am currently working with a customer on installiung the Clio app in conjustion with SSO on XWC.

I havebeen able to accociated the user account, SSO, and app without issue.

the problem is that it is super slow to bring the app up.

Once the app is up, i can browse and select a client.

and then I try and do a scan or print it just sits there with a spinning circle.

any tips?

second question, is there a way to seach for clientrs files as opposed to scrolling?

this customer has many client files.

thanks Randy

 

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3 Replies
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Xerox Employee
Xerox Employee

Re: Clio App questions

Please enter a ticket at:

https://www.xeroxlegalpractice.com/

Attached are some screenshots on searching. You have to click the magnifiying glass to search

 

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Xerox Analyst
Xerox Analyst

Re: Clio App questions

Thanks... I don't get the magnifying glass icon.

I will contact that link.

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Xerox Employee
Xerox Employee

Re: Clio App questions

Please note that we only support printing pdf files, you have to be in a folder that has pdf files.

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