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How to Apply a Form Template to an Email in Clio Grow

Question:

  • How to Use An Email Template in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • Note: if your template does not appear here, then you created a different type of email template (click here for further details on different templates and how to send them). This procedure for sending email templates is for templates created under Other Email Templates. This is recommended if you want to send an email using a template directly from a Contact or Matter.

Answer:

  1. Select Forms from the Main Menu
  2. Click Prepare Form in the top-right corner of the page
  3. Select a Matter and Contact from the respective drop-down menu
  4. Click Get Form Link
  5. Click Continue to Email
  6. Select the desired Form Template from the dropdown
  7. Edit the body of the email as desired
  8. Click Send Email

 

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