How to Create an Email Template in Clio Grow

Objective:

• How to Create an Email Template in Clio Grow

Environment:

• Clio Grow

Additional Information:

• n/a

Procedure:

1. Go to Settings
2. Click on Emails Templates
3. 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
4. Give the template a title
5. Create a subject line
6. Enter the body of the template
7. Click Save to save the template