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Can I Transfer Templates from One Grow Account to Another?

Question:

  • Am I or Clio able to move document templates and forms from one Clio Grow Account to another one?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

Not at the moment.

You would need to recreate the templates in the 2nd account.

If you would like to vote for this feature, please email us at support@clio.com.

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