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How do I Edit a Pending Form in Clio Grow?

Objective:

  • Add more information to a pending form
  • Edit existing information in a pending form

Environment:

  • Clio Grow

Additional Information:

  • N/A

Answer:

  1. Navigate to the Matter in which the form is contained
  2. Find the Form under Workflow
  3. Select Options under the Pending label
  4. Select View Form
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