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

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

Note: Only available for Text Editor Templates

  1. Click the Documents button in the main navigation
  2. Click the Template Editor in the sub-navigation menu
  3. Create a new document or edit the appropriate Text Editor Document
  4. Click Edit Settings
  5. Make the necessary changes to the settings
  6. 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.

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