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How to View a Completed Form in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

From Workflow

  1. Go to the desired Matter
  2. Find the submitted form in the workflow
  3. Click Options  
  4. Select View Form Details

From Files Tab

  1. Go to the desired Matter
  2. Click the Files
  3. Find the submitted form under the Forms heading
  4. Hover over the form icon and click Preview

 

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