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How Do I Save Progress on an Intake Form in Clio Grow?

Objective:

  • Help a client save progress on their intake form
  • Save the progress made when filling out a form in person

Environment:

  • Clio Grow

Additional Information:

  • If a client leaves a partially completed form open in their browser, Clio Grow will automatically save the Form before the session times out.
  • The Save Progress option is not available for Forms that go through the Public Intake Form workflow (e.g. Client visits your website to fill out a Form)

Procedure:

  1. Access the Intake Form via the link provided
  2. Fill out all the relevant information
  3. When ready to save the progress, scroll to the bottom of the page and click the Save Progress button

When the form is accessed again after being saved, all of the previously saved values will be present.

 

 

 

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