Objective:
- Fill it out and check boxes before sending it to the client.
Environment:
- Clio Grow
Additional Information:
- Turn on the Checked by default toggle (see steps below)
Procedure:
- Open the matter in Grow
- Under the Workflow tab, click Add to workflow
- Click Prepare Document
- Click Use template from Clio Grow
- Choose the template under Document templates dropdown
- Choose the person(s) to sign the document
- Click Draft document
- Click Prepare for Signing
- Choose signer(s)
- Drag and drop the Checkbox under Standard fields on the left into the document
- Click the Checked by default toggle to turn it on
- Repeat steps 10 and 11 if you need to add more checkboxes
- Add a signature if needed
- Click Continue