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Can you Use the DocuSign Integration to Prepare a Document from a 3rd Party Storage Service

Question:

  • How do I prepare a document for e-Signature in Clio if it is stored in NetDocuments?
  • Can I add e-signature to a document that's is not stored in Clio Documents

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  • Currently, this feature is not available at this time. If you wish to see this feature in Clio, please submit a Feature Request via email to support@clio.com, or speak to one of our consultants over the phone 1-888-858-2546 x2 during our regular operating hours (Monday 12:00am - Friday 11:59 pm PT).

 

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