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

Objective:

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

Environment:

  • Clio Grow
  • Lexicata

Additional Information:

n/a

Procedure:

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

 

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