Scan and Print a Document with the Xerox Connect App for Clio

From the device home screen, touch Connect for Clio.
When the app opens, you will be asked to sign in to your Clio account. Enter your username and password and then select Sign In. If you are asked to allow or deny access to your Clio account, select Allow.
Once you are on the switchboard of the app, select Scan.

Note: If you would like to expense track your scan job, select the gear icon in the top right-hand corner of the switchboard. You will ll be taken to the Expense Tracking page. You can enable Expense Tracking, enter a value for a Scan, and select OK.
Browse through the list of clients, matters, and folders. Once you have navigated to the client, matter, or folder you wish to scan your document into, select OK.
You will now be on the Scan screen. This screen is where you can set Clio values like category and date. Adjust these values by selecting their fields. You can also adjust the client, matter, or folder you are scanning into by selecting the Change button.
Adjust your scan settings and select Scan. If you toggled Preview on the Scan page, you will be shown a preview of your scan. If you are happy with what you see, touch Send. Your document will be uploaded to your Clio account.

From the device home screen, touch Connect for Clio.
When the app opens, you will be asked to sign in to your Clio account. Enter your username and password and then select Sign In. If you are asked to allow or deny access to your Clio account, select Allow.
Once you are on the switchboard of the app, select Print.

Note: If you would like to expense track your print job, select the gear icon in the top right-hand corner of the switchboard. You will be taken to the Expense Tracking page. You can enable Expense Tracking, enter a value for Print, and select OK.
Browse through the list of clients, matters, and folders to locate the file you wish to print. Optionally, you can select the Search button to search for files. Select the file(s) you wish to print by touching the checkboxes to the left of the file name and touch OK.

Note: While looking to print a document, you can preview a file by selecting the Preview (eye) icon to the right of the file name.
You will be taken to the Print screen. You can change the files you are about to print by selecting the Change button. Otherwise, adjust the print settings and touch Print.