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Why Aren't all my Email Templates Showing up When I Create an Email in Clio Grow?

Objective:

  •  I Don't Have Access to all of my Email Templates When Trying to Send an Email in Grow

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

Email templates for forms, documents, or scheduled appointments won't be accessible from the Emails tab of a matter. This tab leverages templates created in Settings > Email Templates > Other Templates

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