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

 

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