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How Do Contacts or Clients e-Sign Documents Sent to Them from Clio Manage?

Objective:

  • Identifying the e-signing process for clients

Environment:

  • Clio Manage
  • HelloSign

Additional Information:

Answer:

  1. Open email with subject: Please sign this Document
  2. Click on the link
  3. Click Click to sign button
  4. Use the mouse or touchpad to create a signature
  5. Click Continue
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