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How Do I Send a Form and a Document in the Same Email?

Objective:

  • Is there any way to send a Form and a Document all at once, instead of sending the client two separate emails?
  • Is it possible to set up an email template that can send a form and a doc at the same time?
  • Can you send a form and a document in the Same Email in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

  • Please contact Clio Support should you want us to add a vote on your behalf to the feature request for a more direct method for sending Forms & Documents in the same email.

Procedure:

While there is no direct way to prepare and send a Form and a Document at the same time, you can prepare them separately and send them in the same email by following the steps listed below:

 

Part 1: 
  1. Go to the desired Matter
  2. Click Add Single Item underneath Add to Workflow
  3. Select Prepare Form
  4. Select a form from the dropdown
  5. Click Get form link
  6. Copy the Form Url
  7. Close the window using the Save & Exit button

Part 2: 
  1. Go back to the desired Matter
  2. Click Add Single Item underneath Add to Workflow
  3. Select Prepare Document (see HERE for steps)
  4. Click Email Document Link and Continue to Email
  5. In the email, add text instructing the client to fill out the form (e.g., "Click HERE to fill out the form")
  6. Highlight the text
  7. Click the link icon in the ribbon and insert the form link 

    image.png
  8. Send the email

 

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