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Why Is My Intake Form Not Populating Under Quick Form?

Question:

  • When clicking on Quick Form, why is my Intake Form not listed there?

Environment:

  • Clio Grow

Additional Information:

  • For more information on how to create Intake Form, click here.

 

 Answer :

If your Intake Form requires multiple Contacts to fill out the Form, it will not appear as an option when preparing the Form via Quick Form.

 

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