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:

No, Clio has a default share template at this time. You're able to add a message when sharing a resource to your Client via Clio Connect or Email for additional messaging.

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