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How to Duplicate Bill Themes

Objective:

  • Create and edit a copy of a bill theme

Environment:

  • Clio Manage
  • Settings > Billing > Bill Themes

Additional Information:

The duplicate will contain the original theme's name followed by "(Copy)"

Procedure:

  1. Click Settings
  2. Click Billing
  3. Click Bill Themes tab
  4. Click Copy above the desired Bill Theme
  5. Navigate to the duplicate theme
  6. Click the image

 

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