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Known issue: Email templates not available for selection for document delivery emails Issue Since version 7.5.3, we have observed in some client configu...
When adding a content block to an email, you have the option to make the content block appear on a new line or to appear inline within the text you are ...
Known issue: Microsoft online editors convert Clio Operate content controls in headers and footers to text when document templates are edited and saved....
To prevent a task from closing while there are still unsent emails or documents, ensure that your workflow configuration includes phase guards for pendi...
Overview When a document is generated, any Document Questionnaire fields on the Prepare Document form become read-only by default. This prevents changes...