Updating Cleo (Development)

During the development phase, you’ll receive extension updates as ZIP files. This guide walks you through replacing your old version with the new one.

Note

This guide is for beta testers. Once Cleo is available in the Chrome Web Store, updates will happen automatically.

What You’ll Need

Before starting, make sure you have:

• The download link we sent you (check your email or Slack)
• Google Chrome open on your computer
• About 5 minutes of time

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Step 1: Download the New Version

1. Click the download link we sent you.

2. Wait for the download to finish. You’ll see a file called Cleo.zip appear:

   • On Mac: Look in the bottom-left corner of Chrome, or check your Downloads folder
   • On Windows: Look in the bottom-left corner of Chrome, or check your Downloads folder

3. Find where the file downloaded. By default, this is your Downloads folder:

   • On Mac: Open Finder → Click “Downloads” in the left sidebar
   • On Windows: Open File Explorer → Click “Downloads” in the left sidebar

You should now see a file called Cleo.zip in your Downloads folder.

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Step 2: Find Your Current Cleo Folder

Before we can replace the old version, we need to find where it’s installed.

1. Open Chrome (if it’s not already open).

2. Go to the extensions page. Type this into the address bar at the top of Chrome:

   chrome://extensions

   Then press Enter on your keyboard.

3. Find the Cleo extension on this page. Look for a white card/box that says “Cleo” on it.

4. Look at the file path shown on the Cleo card. It will say something like:

   • Mac example: /Users/yourname/Desktop/dist
   • Windows example: C:\Users\yourname\Desktop\dist

   This tells you where your current Cleo folder is located. Write this down or remember it — you’ll need it in the next step.

Tip

The folder is usually called dist. It might be on your Desktop, in your Documents folder, or somewhere else you chose when you first installed Cleo.

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Step 3: Delete the Old Cleo Folder

Now we’ll remove the old version to make room for the new one.

On Mac:

1. Open Finder (the blue and white smiley face icon in your dock).

2. Navigate to the location you found in Step 2. For example, if the path was /Users/yourname/Desktop/dist, go to your Desktop.

3. Find the folder called dist (this is your old Cleo folder).

4. Right-click on the dist folder (or Control-click if you don’t have a right mouse button).

5. Click “Move to Trash” from the menu that appears.

On Windows:

1. Open File Explorer (the yellow folder icon in your taskbar).

2. Navigate to the location you found in Step 2. For example, if the path was C:\Users\yourname\Desktop\dist, go to your Desktop.

3. Find the folder called dist (this is your old Cleo folder).

4. Right-click on the dist folder.

5. Click “Delete” from the menu that appears.

6. Click “Yes” if asked to confirm.

Caution

Make sure you’re deleting the correct folder! It should be called dist and be in the location shown on the Chrome extensions page.

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Step 4: Unzip the New Version

Now we’ll extract the new Cleo files from the ZIP you downloaded.

On Mac:

1. Go to your Downloads folder in Finder.

2. Find the file called Cleo.zip.

3. Double-click on Cleo.zip. This will automatically unzip it and create a folder called dist.

4. You should now see a new folder called dist in your Downloads folder.

On Windows:

1. Go to your Downloads folder in File Explorer.

2. Find the file called Cleo.zip.

3. Right-click on Cleo.zip.

4. Click “Extract All…” from the menu.

5. Click “Extract” in the window that appears. (You can leave the destination as-is.)

6. A new window will open showing the extracted files. You should see a folder called dist inside.

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Step 5: Move the New Folder to the Same Location

Now we’ll put the new dist folder in the same place where the old one was.

On Mac:

1. In Finder, find the new dist folder in your Downloads (the one you just unzipped).

2. Drag the dist folder to the location where the old one was. For example, if your old folder was on the Desktop, drag it to your Desktop.

   Or: Right-click the dist folder → Click “Copy” → Go to the destination (e.g., Desktop) → Right-click → Click “Paste”

3. The dist folder should now be in the exact same location as before.

On Windows:

1. In File Explorer, find the new dist folder in your Downloads (inside the extracted Cleo folder).

2. Right-click on the dist folder and click “Cut” (or press Ctrl+X).

3. Navigate to the location where the old folder was. For example, if it was on your Desktop, go to your Desktop.

4. Right-click in an empty area and click “Paste” (or press Ctrl+V).

5. The dist folder should now be in the exact same location as before.

Tip

If you’re not sure you put it in the right place, the path should match exactly what you saw in Step 2. For example: /Users/yourname/Desktop/dist or C:\Users\yourname\Desktop\dist

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Step 6: Refresh the Extension in Chrome

Almost done! Now we need to tell Chrome to use the new files.

1. Go back to Chrome.

2. Go to the extensions page again. Type this in the address bar:

   chrome://extensions

   Then press Enter.

3. Find the Cleo extension card on the page.

4. Look for the refresh button on the Cleo card. It’s a circular arrow icon (↻) that looks like a reload/refresh symbol.

5. Click the refresh button.

6. Wait a few seconds. The extension will reload with the new files.

Note

If you see any pop-ups asking for permissions, click “Allow” or “Accept” to continue.

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Step 7: Verify the Update Worked

Let’s make sure everything is working correctly.

1. Click the Cleo icon in Chrome’s toolbar (the row of icons in the top-right corner of Chrome). This opens the Cleo side panel.

2. Click the Settings icon (it looks like a gear ⚙️) in the Cleo panel.

3. Scroll down to the bottom of the Settings page to see the version number.

4. Go to your EHR and open a patient chart to make sure Cleo is capturing data correctly.

If you see the Cleo panel and it’s working normally, you’re all done!

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Troubleshooting

I can’t find the Cleo card on the extensions page

• Make sure you typed chrome://extensions correctly (no spaces, no www)
• Scroll down — there might be many extensions on the page
• If Cleo isn’t there at all, you may need to reinstall it from scratch (see the Installation guide)

The extension shows an error after refreshing

• Make sure you put the dist folder in the exact same location as before
• Make sure the folder is called dist (not dist (1) or dist copy)
• Try clicking the refresh button again
• If it still doesn’t work, try removing Cleo and re-adding it (see below)

“Extension not found” or Cleo disappeared

This happens if the folder got moved or deleted. To fix it:

1. Go to chrome://extensions
2. If you see Cleo with an error, click Remove to remove it
3. Click the Load unpacked button
4. Navigate to and select your dist folder
5. Click Select Folder (Windows) or Open (Mac)
6. Sign in to Cleo again with your account

I accidentally put the folder in the wrong place

No problem! Just:

1. Find where you accidentally put the dist folder
2. Move it (drag and drop, or cut and paste) to the correct location
3. Go to chrome://extensions and click the refresh button on Cleo

The extension works but shows the old version number

• Make sure you deleted the OLD dist folder before moving the new one
• Make sure you unzipped the new Cleo.zip file (not using an old one)
• Try deleting the folder and repeating Steps 4-6

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Quick Summary

Here’s the short version for future updates:

1. Download Cleo.zip from the link we send
2. Delete your old dist folder
3. Unzip Cleo.zip to get the new dist folder
4. Move the new dist folder to where the old one was
5. Go to chrome://extensions and click the refresh button on Cleo

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Need Help?

If you’re stuck or something isn’t working, reach out to the Aether team on Slack or email. Let us know:

• What step you’re stuck on
• What you see on your screen (a screenshot helps!)
• Any error messages

We’re happy to help!

Installation Guide

First-time installation →

Getting Started

Start using Cleo →