KCS - How to schedule an email in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the desired Matter's page
  2. Click Add single item and select Schedule Email
  3. Select an email template from the dropdown
  4. Add any desired CC addresses and email attachments
  5. Review the email
  6. Select a Send Date
  7. Click Schedule Email to finish
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