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Is There a Way to Export the Document Templates From Clio Manage and Import Them to Clio Grow?

Objective:

  • Export Clio Manage Template To Clio Grow

Environment:

  • Clio Grow
  • Clio Manage

Additional Information:

  • For steps on how to create a template in Clio Manage, click here.

Answer:

No, not at this time. Those are different templates altogether (Manage uses Merge Fields for the document automation whereas Grow uses its own internal system to create templates)

 

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