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How to Rename a Document Template 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 bar
  2. Click the Template Editor in the sub-navigation menu
  3. Find the appropriate document template and click Edit
  4. Change the document template’s title
  5. Save the template to save the changes
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