Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
When sending out a form via email
- 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
- Choose to Email Form Link
- Click Prepare Form when ready
- Click on Continue To Email
- Select the Email Template from the dropdown menu or place your custom message
- Click on Send Email
- Set the Due Date then click Save Reminder to set the reminder
Add a due date to an existing form the workflow
- Go to the desired Matter
- Find the form in your workflow checklist
- Click Options
- Select Set Due Date
- Select a date
- Click Update Due Date