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How Do I See the Date a Document Was Sent for E-Signature in Clio?

Question:

  • Can I check the date a document was sent for E-signature in Clio Manage?
  • Is there a way to check the date a document was sent for E-signature?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  1. Navigate to the main Documents tab or Documents sub-tab of a matter
  2. Locate the document that has been sent for E-signature
  3. The date under the Last edit at column is when the document was sent for E-signature

 

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