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How to Duplicate an Intake Form Template in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Click on Form in the main navigation bar
  2. Click on Templates in the sub-navigation bar
  3. Find the desired intake form
  4. Click on the down arrow to right of the Edit button for the form
  5. Click on Duplicate

Note: You will want to rename the form to avoid confusion.

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