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How Do I Edit a Form Template in Clio Grow?

Environment:

  • Clio Grow

Additional information:

  • See this article regarding rearranging form questions 

Procedure:

  1. Navigate to the Forms tab
  2. Click the Templates subtab
  3. Click Edit beside the desired Form Template
  4. Make changes to the Form
  5. Click Save Question for each added Question
  6. Preview at the top right corner to view updated Form
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