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How to Edit a Document Template's Settings in Clio Grow

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:

  1. Click the Documents button in the main navigation
  2. Click Templates in the sub-navigation menu
  3. Select Create New and then click Text Editor Template
  4. Click Edit Settings next to Document Settings
  5. Make the necessary changes to the settings
  6. Click Save Settings to save the new document settings

 

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