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How Do I Attach an Existing Template into Clio Grow?

Objective:

  • Add an existing form as a template in Grow

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. Click on Documents on the left
  2. Click on Template Editor
  3. Click on Create New Template
  4. Click on PDF Template
  5. Add a Document template title
  6. Click on Choose File under Upload PDF
  7. Fill out the rest of the form
  8. Click on Create Template
  9. Add Signature/Initials/Textbox/Sign Date
  10. Click on Continue
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