Introducing The Law Community, the online community just for Clio customers. Sign up now.

How Do I Deactivate a Form?

Objective:

  • How Do I Remove A Form
  • Can I Stop A Form From Being Used

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. Click Forms
  2. Click on the name of the form in either the "Pending" or "Submitted" tab
  3. Click the green Actions button
  4. Click Deactivate 
    • Note: If you deactivate the form from the "Submitted" tab, this will not remove the info
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality