Objective:
- Edit a Document Template's settings in Clio Grow
Environment:
- Clio Grow
Additional Information:
- Only available for Text Editor Templates
- Within the document settings, you can edit the number of contacts, companies, signers, and user signers in the document.
Procedure:
- Click the Documents button in the main navigation
- Click Templates in the sub-navigation menu
- Select Create New and then click Text Editor Template
- Click Edit Settings next to Document Settings
- Make the necessary changes to the settings
- Click Save Settings to save the new document settings