Objective:
- How to Create an Email Template in Clio Grow
Environment:
- Clio Grow
Additional Information:
- For more information about Email Template Types please click here
Procedure:
- Go to Settings
- Click on Email Templates
- Create your new email template by clicking one of the following:
- New Send Form Template
- New Send Document Template
- New Appointment Confirmation Template
- New Other Email Template
- Give the template a title
- Create a subject line
- Enter the body of the template
- Click Save to save the template