Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Can you Send a Form and A Document in the Same Email in Clio Grow?

Objective:

  • Is it possible to set up an email template that can send a form and a document at the same time?

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

Currently, not at this time. Please contact Clio Support should you want us to add a vote on your behalf to this feature request in our database.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality