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.
đ How to Link a File to a Form
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Open the matter and navigate to the Forms tab.
In the Matter Forms sub-tab, click on the form you want to attach a file to.
If the form is not there you can add the form, learn more
Click Attach file
Select the completed form file from your computer.
Click Save
đĄ Key Points
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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 â 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.
đŹ Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.