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How Do I Edit an Email Template in Clio Grow?

Objective:

  • How to change what the Email Template says in Clio Grow
  • Where to go to edit an Email Template

Environment:

  • Clio Grow

Additional Information:

  • Currently there is only one reminder email for the Document, Form and Appointment Sections.

Procedure:

  1. Click Settings
  2. Click Email Templates
  3. Click the email template you would like to edit
  4. Click Edit
  5. Add/remove/edit the sections you would like
  6. Click Save at the bottom
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