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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.

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