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Can I Change the Due Date to "Due Upon Receipt" on the Email that is sent to a Client when I Share a Trust Request?

Objective:

  • Stop the same date from showing up as both the Issue Date and Due Date on the Sharing email when sending a Trust Request.

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at this time, there is no way to change that wording on the email itself to 'Due Upon Receipt'.

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