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I'm Andrew from Cleo's learning team in this video we will walk through how to build a text editor document template in cleo grow cleo grows document templates allow you to create reusable templates for important documents that need to be generated and signed during the intake process there are two different types of templates that can be created and clio grow a text editor template and a PDF template as these templates require slightly different workflows and yield slightly different results we will break them down into two separate videos for this video we will cover the text editor document template to build a document template navigate to the documents section on the black sidebar and click on the template editor tab click on the create new template button towards the top right corner the text editor template allows you to build a template from scratch or copy and paste certain text from another document to build a custom template of your liking start by titling this document temp...
