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:
- Click Settings
- Click Email Templates
- Click the email template you would like to edit
- Click Edit
- Add/remove/edit the sections you would like
- Click Save at the bottom