Objective:
- Does data sync when a client hits "Save Progress" on a Form in Clio Grow?
- Do Custom Fields populate when "Save Progress" is used on a Form in Clio Grow?
- Do File Uploads save to the Matter with the "Save Progress" button on a Form in Clio Grow?
Environment:
- Clio Grow
- Lexicata
Additional Information:
n/a
Answer:
No, Custom Fields and file uploads do not submit to the Matter when the "Save Progress" button is used on a Form. Data only syncs with the Matter when the Form is submitted with the "Submit" button.