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Can I Change Which Email Template Is Used By Default When Sending A Form Or Document?

Objective:

  • Changing the default email template used when sending a form or document in Clio Grow?
  • Can I select an email template to send as default?

Environment:

  • Clio Grow

Additional Information:

It is possible to select a default email template to be used for a particular form or document. For more information on how to select this, please click here.

Answer:

The Send Form Default Email and Send Document Default Email are standard email templates that are created with your Clio Grow account. These email templates are the default templates, are labeled as "(Default)" and cannot be deleted. These emails templates can be be edited and renamed to suit your needs.

It is not possible to reassign a different email template as the default.

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