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How Do I Print an Intake Form Template in Clio Grow?

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 and follow step #3 to print a version of the Form that displays the followup questions.

Procedure:

  1. Select Forms and Templates 
  2. Select Preview next to the applicable form 
  3. Right click and Select Print in your browser

 

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