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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 the “Form” button in the main navigation bar
  2. Click on “Form Builder” in the sub-navigation bar
  3. Find the desired intake form and click “Duplicate”

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

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