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How do I Change the Sign Off in an Email Template in Clio Grow?

Objective:

  • Edit Sign Off In Email Template
  • Display Firm Name At The End Of An Email Template

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. Click Settings
  2. Click Email Templates
  3. Select the template you wish to edit. Then click Edit
  4. Scroll to the bottom of the page where it says User Name Options
  5. Select Firm from the drop-down menu. 
  6. Click Save 
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