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Can I store Templates else where so they don't show up in my Template list?

March 11, 2019 22:27

Objective:

To determine if Templates can be stored elsewhere
To shorten the list of Templates

Environment:

Clio Web App
Documents

Additional Information:

n/a

Answer:

There is no specific area in Clio to store Templates outside of a Document folder. Templates would need to be downloaded to Users computer and then uploaded into the manually created Document folder.