Lawyers from all 50 states, and 27 countries have registered for the Clio Cloud Conference. Get your pass today!

How Do I Edit a Form Template in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

  • n/a

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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality