Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
Note: Only available for Text Editor Templates
- Click the Documents button in the main navigation
- Click the Template Editor in the sub-navigation menu
- Create a new document or edit the appropriate Text Editor Document
- Click Edit Settings
- Make the necessary changes to the settings
- Click Save Settings to save the new document settings
Note: Within the document settings you can edit the number of contacts, companies, signers and user signers in the document.