How to Add Completed Form Files to the Form Table

After completing a form, you can link the completed document to the form entry in EstateMin. This creates a convenient reference between the form tracker and the actual completed file.

📎 How to Link a File to a Form

1. Open the matter and navigate to the Forms tab.
2. In the Matter Forms sub-tab, click on the form you want to attach a file to.
   1. If the form is not there you can add the form, learn more
3. Click Attach file
4. Select the completed form file from your computer.
5. Click Save

💡 Key Points

• Completed form files are also stored in Clio, just like other estate documents.
• Linking a file to a form does not change the form's status — you still need to update the status separately.
• You can view the official blank form at any time by clicking the View button, which links to the government source.

💬 Need Help?

Use the chat bubble in the lower-right corner of EstateMin or email info@estatemin.com for support.