How to Export a Submitted Form in Clio Grow

Objective:

• Send a Form from Clio Grow to Clio Manage
• Forward a Form to Manage

Environment:

• Clio Grow

Additional Information:

The Form will appear under the Documents tab on the Matter in Clio.

Procedure:

1. Go to the desired Matter
2. Click Matter Options 
3. Select Export to Clio
4. Fill out the export modal
5. Click Export Matter