Question:
- Can I send a Document to be E-signed if they're not a contact in Clio Grow?
Environment:
- Clio Grow
Additional Information:
- To create a contact on Clio Grow, please follow the steps in this article here.
Answer:
No, not at this time. You must create a Contact on Clio Grow to send a document for an e-signature.
If you would like to see this feature added to Clio, please contact support@clio.com with your request and explain how this would benefit your firm.