KCS - Can I Customize the Clio Notification Email Template?

Objective:

  • Modify Email template when sharing Bill
  • Custom create a template for sharing from Clio

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

While you cannot change the email itself at this time, you are able to add a message and customize some of the branding (Branding Your Clio Connect Experience). 

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