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Will a Client's Form Answers Be Automatically Saved if They Close a Partially Completed Form?

Objective:

  • Once the firm sends out a questionnaire to a client, will the client's progress be automatically saved if they exit and re-access form?

Environment:

  • Clio Grow

Additional Information:

  • For more information on saving progress, click HERE
  • If a client leaves a partially completed form open in their browser, Clio Grow will automatically save the Form before the session times out

Answer:

No. Before closing the Form, the client will need to click Save Progress.

 

 

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