How to Delete an Intake Form Template in Clio Grow

Objectives:

• Remove a template from Clio Grow's Intake Form Templates

Environment:

• Clio Grow

Additional Information:

• Please note that deleting a Form template is permanent

Procedure:

1. Click on the Forms button in the main navigation
2. Click on Templates in the sub-menu bar
3. Find the desired Intake Form and click Delete
4. Click Delete to confirm the deletion