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How to delete a Workflow Template in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • Note: Removing the workflow template will not automatically unschedule scheduled emails. To unschedule an email please read this article.

Procedure:

  1. Go to the desired Matter's page
  2. Find the checklist on the workflow
  3. Click the three dots icon in the top right corner of the Workflow Template header
  4. Select Remove Template
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