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
