Preparing a New Email Template
From the menu, select Open Document Admin. In the left-hand panel, select Document Templates / Email Templates. The existing email templates can be seen...
New look, same knowledge. It's all still here — just easier to find, with a cleaner layout and better navigation.
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Prepare the email and SMS templates Clio Operate sends on your behalf
From the menu, select Open Document Admin. In the left-hand panel, select Document Templates / Email Templates. The existing email templates can be seen...
SMS document templates send a text message to one or more participants on a work item. From version 7.12, SMS templates support role-based restrictions ...