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Why does My Letterhead not Display on Documents in Clio Grow

Issue:

  • Document letterhead and logo not displaying
  • Created letterhead but it does not show on my documents

Environment:

  • Clio Grow

Additional Information:

n/a

Cause:

1) Letterhead has not been created in settings

2) Document settings are not properly applied

Resolution

Check that the Letterhead has been created in your account settings

  1. Go to the Settings page
  2. Click on the Logo and Letterhead tab
  3. Under the Letterhead Settings header ensure that a preview of the letterhead is visible
  4. If not, click "Edit Letterhead" to create a letterhead for your account

Check that the document settings are applying the letterhead

  1. In the main navigation panel click on Documents
  2. Click on the Template Editor tab
  3. Edit the document template where the letterhead is not applied
  4. Check the box that says "Add Your Logo and Letterhead"

If your documents are still not displaying the letterhead contact our support team.

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