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

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. 

 

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