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How to Apply an Email Template to a Form Email in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

As a single item

  1. Go to the desired Matter
  2. Click Add Single Item 
  3. Select Prepare Form
  4. Select a form from the dropdown
  5. Select which Contact in the Matter to send the form to
  6. Choose to Email Form Link
  7. Click Prepare Form when ready
  8. Click on Continue To Email
  9. Select the Email Template from the dropdown menu or place your custom message
  10. Click on Send Email

From a workflow template

  1. Go to the desired Matter
  2. Click Add A Template Or Email Campaign and select the desired workflow template
  3. Find the form in the workflow template
  4. Click Options 
  5. Select Prepare Form
  6. Select a form from the dropdown
  7. Select which Contact in the Matter to send the form to
  8. Choose to Email Form Link
  9. Click Prepare Form when ready
  10. Click on Continue To Email
  11. Select the Email Template from the dropdown menu or place your custom message
  12. Click on Send Email

 

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