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How Do I View Submitted Forms in Clio Grow?

Objective: 

  • Where are submitted forms stored in Grow?
  • How do I access submitted forms?

Environment:

  • Clio Grow

Additional Information:

  • You can access submitted forms from the individual Matter workflow by clicking Options > View Form Details or Download PDF.
    • Additionally, you can click into the main Forms tab and select the submitted tab.

Procedure:

  1. Go to the desired matter's page
  2. Click on the "Files" tab
  3. View all the submitted forms under the file upload section
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