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How to Apply an Email Template to an Email in Clio Grow

Objective:

  • How to Use An Email Template in Clio Grow

Environment:

  • Clio Grow

Additional Information:

- Note: if your template does not appear here, then you created a different type of email template (click here for further details on different templates and how to send them). This procedure for sending email templates is for templates created under Other Email Templates. This is recommended if you want to send an email using a template directly from a Contact or Matter.

- Click here to learn how to create an Other Email Template.

Procedure:

  1. Select Contacts or Matters from the Main Menu
  2. Select the Contact you would like to Email
  3. Click into the Emails tab, selecting the Email Templates dropdown
  4. Select the desired email template from the dropdown 

 

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