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

How to Make Changes to the Body of a Document Template in the Text Editor in Clio Grow


  • How do I change a document template?
  • How do I edit a document in the Text Editor?


  • Clio Grow
  • Lexicata

Additional Information:



Note: Only available for Text Editor Templates

  1. Click the “Documents” button in the main navigation bar
  2. Click the “Template Editor” in the sub-navigation menu
  3. Find the appropriate document template and click “Edit Template”
  4. Under Document Template Body, make the appropriate changes using the editing tools
  5. Save the template to save the changes


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