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What Do the Different Email Template Types Mean in Clio Grow?

Objective:

  • Use email template for Workflow item
  • What email templates can I use for which workflow items?
  • Which email template type do I create my template under?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

  • Form Email Templates - Used when preparing and emailing a Form
  • Document Email Templates - Used when preparing and emailing a Document
  • Appointment Email Templates - Used when sending an email to schedule or confirm an Appointment
  • Other Email Templates - Used when scheduling an Email using Email Campaigns

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