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Can I Remove an E-signature Clio Manage?

Question:

  • Can I Undo an E-signature Clio Manage?

Environment:

  • Clio Manage

Additional Information:

  • To Learn More about e-Signatures in Clio Manage, click here

Answer:

We don’t have the ability to have the signature removed after it has been signed. If you want to get the unsigned document, it should still exist in Clio Manage — the difference is that the signed version would have a -Signed.pdf appended to the filename.

To clarify: If you click “Prepare for Signature” that opens a new tab wherein you can put in where you want the client to sign. If you close that tab or if you didn't add signatures to the document, then technically, that e-signature doesn’t exist yet. However, once you have added the signatures and the emails get sent to the clients for signature, that can’t be undone.

* NOTE: If you are on a Boutique Subscription Plan, clicking the Prepare for signature button counts towards your 10 signatures per month per user

 

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