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How to Make an Email Template a Default for a Specific Form or Document in Clio Grow

Objective:

  • Can I place an Intake Form in an email template?
  • Default email template for intake forms

Environment:

  • Clio Grow

Additional Information:

  • Only email templates under the Form Email Template section can be made the default for intake forms, the same is true for documents and email templates under the Document Email Template section.

Procedure:

  1. Go to Settings
  2. Click on Emails Templates
  3. Create a new email template or edit an existing form or document email template under the Form Email Templates at the very top.
  4. Choose a document or form from the Assign as default email template for dropdown
  5. Click Save to save the changes
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