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How Do You Export an Intake Form on Clio Grow?

Objective:

  • How Do You Export an Intake Form on Clio Grow?
  • Can You Export Intake Forms to .csv files on Clio Grow?
  • How Do You Save an Intake Form locally on your computer?

Environment:

  • Clio Grow

Additional Information:

  • Users can only export Intake Forms that have been submitted or completed. Users cannot export forms in the Pending tab.

Procedure:

  1. Click on Forms on the sidebar
  2. Click on the Submitted tab in the Intake Forms Section 
  3. Click on the Form you would like to export or save
  4. On the right hand side, click on the green Actions drop-down menu 
  5. Click on Export to CSV (book icon) to export the contents of the Intake Form

 

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