Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
As a single item
- Go to the desired Matter
- Click Add Single Item
- Select Prepare Form
- Select a form from the dropdown
- Select which Contact in the Matter to send the form to
- Choose to Email Form Link
- Click Prepare Form when ready
- Click on Continue To Email
- Select the Email Template from the dropdown menu or place your custom message
- Click on Send Email
From a workflow template
- Go to the desired Matter
- Click Add A Template Or Email Campaign and select the desired workflow template
- Find the form in the workflow template
- Click Options
- Select Prepare Form
- Select a form from the dropdown
- Select which Contact in the Matter to send the form to
- Choose to Email Form Link
- Click Prepare Form when ready
- Click on Continue To Email
- Select the Email Template from the dropdown menu or place your custom message
- Click on Send Email