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How Do I Edit A Clio Grow Form's Instructions Section?

Objective:

  • Change an intake form's instructions
  • Update instructions for an intake form template

Environment:

  • Clio Grow

Additional Information:

Answer:

  1. Click on the Forms button in the main navigation bar
  2. Select Templates in the sub-navigation bar
  3. Choose Edit beside the desired form
  4. Click the Edit icon above the Title field
  5. Click into the Instructions section to make the necessary changes
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