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How Do I Save a Intake Form Template?

Objective:

  • Save Intake Form Template

Environment:

  • Clio Grow

Additional Information:

  • n/a

 

Answer:

The Intake Form Templates will auto-save as you work. After you add a field or make any changes to existing questions on the Intake Form Template, if you click on save you should see a green banner at the bottom of your page with the message " Your progress has been saved"

 

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