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When do Forms Appear on my Agenda in Clio Grow?

Objective:

  • Why aren't some of my Forms showing up on the Agenda page?
  • Why do forms and documents have due dates?

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

When sending a form you will be prompted to schedule a due date. That form will only appear in your Agenda if it was assigned a due date. 

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