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How to Create a Form in Clio Grow

Objective:

  • Add new fields to a Client Questionnaire
  • How to add Questions to a Form in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • For information on changing the order of Form Questions, click here

Procedure:

  1. Click on the Forms button in the main navigation bar
  2. Click on Templates in the sub-navigation bar
  3. Create a new form or edit an existing one
  4. Add a Title and Instructions and click Save (if creating a new Form)
  5. On the left-hand side choose and click on a question type. This will append the question to the bottom of the form.
  6. If the question needs to be moved to another location on the form then it can be drag and dropped into the appropriate position
  7. Enter the question details
  8. Click Save Question
  9. Repeat steps 4-6 to add the required questions to the form
  10. Access the Public Form Settings at the top of the Template to make the Form Public or not
  11. Click Save & Preview when finished
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