- Add a document upload field to a Form
- Can clients upload documents directly into Clio Grow?
- Clio Grow
- Click on the Forms button in the main navigation
- Click on the Templates tab
- Create a New or Edit an existing form
- Click the File Attachment question type
- Give the question a title (e.g. Please upload image of Driver’s License)
- Save the question
- 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.