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Can I Set The Default Location Of My Form Hyperlink in A Email Template in Clio Grow?

Objective:

  • Can I set the default location of my Document hyperlink in an email template? 
  • Can I move the hyperlink location on my email templates in Clio Grow?
  • Can I move the Form URL location on my email templates in Clio Grow?
  • Can I set the default location of my Document's URL in an email template? 
  • Can I set the default location of my Form's URL in an email template? 

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

The URL will always be placed between the end of the body and the beginning of the sign-off / email signature. This cannot be altered at the template level.

The URL can be moved during the prepared form/document stage by copy and pasting the URL to the desired location.

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