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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.

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