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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 you can:

  1. When preparing a form, select Send Form/Get Form Link/Email Form Link
  2. Click Continue to Email
  3. Click Add Attachment button at the bottom
  4. Select the attachment
  5. Click Send Email

 

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