- 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?
- Clio Grow
- Users can only export Intake Forms that have been submitted or completed. Users cannot export forms in the Pending tab.
- Click on Forms on the sidebar
- Click on the Submitted tab in the Intake Forms Section
- Click on the Form you would like to export or save
- On the right hand side, click on the green Actions drop-down menu
- Click on Export to CSV (book icon) to export the contents of the Intake Form