Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to View Scheduled Emails in Clio Grow

Environment:

  • Clio Grow

Additional Information:

Any scheduled emails will also appear on the workflow with the status of Scheduled

Procedure:

From a Contact 

  1. Go to the desired Contact
  2. Scroll down to the Upcoming section on the timeline
  3. Any scheduled emails will appear in this section

 

From a Matter

  1. Go to the desired Matter
  2. Scroll down to the Upcoming section on the timeline
  3. Any scheduled emails will appear in this section
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality