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Can I Create Email Templates in Clio Manage?

Objective:

  • Can I create email templates like in Clio Grow?

Environment:

  • Clio Manage

Additional Information:

  • For more information on Document Templates, click here.

Answer:

Clio Manage does not have an email integration. You could create a document template however, after generating a document from template, one would have to copy and paste into an email outside of Clio.

If you are looking to have the ability to create an Email Template in Clio Manage, please reach out to us at Clio Support to submit a Feature Request.

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