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