Environment:
- Clio Grow
Additional Information:
This can be done for more than two form links in one email. Please double check all form links before sending the email.
Procedure:
- Go to the desired Matter
- Click Add Single Item
- Select Prepare Form
- Select a form from the dropdown
- Select which Contact in the Matter to prepare the form for
- Click Prepare Form when ready
- Copy the form URL
- Click Save and Exit
- Repeat steps 2-5 for the second form
- Choose Email Form Link
- Click Send Form
- Type the wording for the second link in the email and then highlight
- Click the Link icon and paste the URL into the URL field
- Click Send Email when ready to send out the email