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