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Can A Client Access, Edit, and Complete The Same Document or Form Across Different Devices?

Objective:

  • Access documents and forms from different devices
  • Access and edit documents and forms on my work computer and continue on my mobile device
  • Completing a form/document at a later time

Environment:

  • Clio Grow

Additional Information:

N/A

Answer:

Yes, a client can start completing a document and/or form on one device, save it, then return to it on another device (different computer or mobile device) and complete it.

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