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How to Delete an Intake Form Template in Clio Grow

Objectives:

  • Remove a template from the Clio Grow Form Builder 

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 Form Builder in the sub-menu bar
  3. Find the desired Intake Form and click Delete
  4. Click Delete to confirm the deletion
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