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the document storage tab of a customer profile will have a list of all published client forms and customer type documents lets take a look at Nicole Wagners customer profile and click on document storage first well see client forms here clio forms like a general intake form allows the business to create paperless custom forms to collect important information from their customers these forms can be sent with appointment notifications for customers to fill out online any customers that have been assigned any client forms will show in this area of the document storage tab well be able to see who has completed these forms or not and if they have completed one of these client forms we can click on the view icon to see the form below that well have the area for other documents if the business has printed forms like a liability waiver we can upload that document into the system through the document storage tool and then easily give to customers to fill out and complete once they are at