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.