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Who Receives Notifications When A Public Intake Form Has Been Submitted?

Objective:

  • Be notified when a public intake form is submitted
  • Notify another User when a public intake form is filled
  • Assign a User to a public intake form
  • Edit notifications for public intake form

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

Notifications will be sent to any Users that are assigned to the form.

You can assign a User to a Public Intake Form via the following steps:

  1. Forms on the left-hand navigation menu
  2. Templates sub-tab at the top of the page
  3. Click Edit Form on the specific Form you wish to add the notification to
  4. Under the Public Form Settings tab near the top of the page you can click Edit
  5. From here you can select any Users you would like notifications sent to by typing their name in the Assigned to box
  6. Click Save form settings

 

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