How to Add a File Attachment Question to a Form in Clio Grow

Objective

• Add a document upload field to a Form
• Can clients upload documents directly into Clio Grow?

Environment:

• Clio Grow

Additional Information:

• n/a

Procedure:

1. Click on the Forms button in the main navigation
2. Click on the Templates tab
3. Create a New or Edit an existing form
4. Click the File Attachment question type
5. Give the question a title (i.e. Please upload image of Driver’s License)
6. Save the question
7. Click Save and Preview

Note: Whenever a form with an attachment is submitted the file will get stored in the matter’s File Uploads section.