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Can I Add an Attachment to the Email that Contains the Link to an Intake Form in Clio Grow?

Objective:

  • Can I attach a file to my Intake Form Email?
  • Can I attach a PDF when sending my client an Intake Form?

Environment:

  • Clio Grow
  • Lexicata

Answer:

Yes, if you select the Email Form Link option when preparing a Form, there is an Add Attachment button at the bottom of the window which will allow you to attach a file with the initial email.

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