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How to Send Multiple Forms in One Email in Clio Grow

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:

  1. Go to the desired Matter
  2. Click Add Single Item 
  3. Select Prepare Form
  4. Select a form from the dropdown
  5. Select which Contact in the Matter to prepare the form for
  6. Click Prepare Form when ready
  7. Copy the form URL
  8. Click Save and Exit
  9. Repeat steps 2-5 for the second form
  10. Choose Email Form Link 
  11. Click Send Form
  12. Type the wording for the second link in the email and then highlight
  13. Click the Link icon and paste the URL into the URL field
  14. Click Send Email when ready to send out the email
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