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

Environment:

• Clio Grow

Additional Information:

• n/a

Procedure:

1. Click on the “Forms” button in the main navigation
2. Click on the “Form Builder” 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.