Is it Possible to Export Forms and Document Templates From Clio Grow and Import to Another Clio Grow Account?

June 21, 2022 18:53

Objective:

Is it Possible to Export Forms and Document Templates From Clio Grow and Import to Another Clio Grow Account?
Migrating Forms and Document Templates From One Clio Grow Account to Another

Environment:

Clio Manage

Additional Information:

n/a

Procedure:

Currently, it is not possible to export Forms and Document Templates from a Clio Grow account to be imported into another Clio Grow account. To request this feature, please let our Support team know. The Support team can be reached by phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.