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How Do I Delete a Pending Form From a Clients Matter in Clio Grow?
- How to remove a form from a client in Clio Grow?
- Can I delete an intake Form in Clio Grow?
- To Delete an Intake Form Template in Clio Grow, click here
- To Delete a Workflow Item in Clio Grow, click here
- Locate the Matter
- Locate the Form in the Workflow section of the Matter
- Click the Options drop-down menu
- Click Remove Item
- Confirm Remove Item in the pop-up