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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. Click Prepare Form when ready
  7. Choose to Email Form Link
  8. Click Send Form
  9. Select a form email template from the dropdown
  10. Prepare the rest of the email
  11. Click Send when finished 

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 which Contact in the Matter to send the form to
  7. Click Prepare Form when ready
  8. Choose to Email Form Link
  9. Click Send Form
  10. Select a form email template from the dropdown
  11. Prepare the rest of the email
  12. Click Send when finished

 

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