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Will Users Receive an Email Notification for Completed Forms if "Fill Out Form Now" is Selected in Clio Grow?

Question:

  • Will the Contact receive a copy of the form by email if I choose "Fill Out Form Now"?
  • Will I get an email notification for all my completed forms on Clio Grow?
  • Will I get an email every time a Contact fills out a form on Clio Grow? 

Environment:

  • Clio Grow

Additional Information:

  • To Learn How to Download a Completed Clio Grow Form, click here

Answer:

If the "Fill Out Form Now" button is selected when preparing a Form on Clio Grow, neither the user or the contact will receive an email notifying that the form has been completed. An email of the completed form will only be received if the option "Share Form With Contact" is selected instead of "Fill Out Form Now".

To send a copy of the completed form to the contact with the "Fill Out Form Now" option, follow these steps: 

  1. Within the Forms tab, click on Prepare Form
  2. Choose Fill Out Form Now and click on Fill out form
  3. Fill out the form and click Submit
  4. On the next page showing the completed form, select the Actions drop down on the right hand side of the page
  5. Click Share Link
  6. Email the form to the contact

You can see all completed forms and send them by email anytime by following these steps: 

  1. Navigate to the Forms tab
  2. Click on the Submitted tab
  3. Open up the correct Form
  4. Select the Actions drop down on the right hand side of the page
  5. Click Share Link
  6. Email the form to the contact

 

 

 

 

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