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Why Doesn't My Form Show Up As a Template in "Quick Form"?

Objective:

  • Quick form
  • Intake form
  • Multiple Contacts

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer: 

Forms with multiple contacts will not show up as a template in the Quick Form section. Please remove the contacts in the form so that there is only 1, then search for it as a template in Quick Form. 

 

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