San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

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