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How Do I Print an Intake Form Template?

Objective:

  • How to print a blank intake form?

Environment:

  • Clio Grow

Additional Information:

Keep in mind that followup questions will not be displayed in this view. You can visit the Edit Form page follow step #3 to print a version of the form that displays the followup questions.

 

Procedure:

  1. Select Forms and Form Builder at the top of the page
  2. Select Preview next to the applicable form 
  3. Right click and Select Print in your browser

 

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