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How Do I Fill Out Checkboxes on Documents Before Sending Them to Clients?

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:

  1. Open the matter in Grow
  2. Under the Workflow tab, click Add to workflow
  3. Click Prepare Document
  4. Click Use template from Clio Grow
  5. Choose the template under Document templates dropdown
  6. Choose the person(s) to sign the document
  7. Click Draft document
  8. Click Prepare for Signing
  9. Choose signer(s)
  10. Drag and drop the Checkbox under Standard fields on the left into the document
  11. Click the Checked by default toggle to turn it on
  12. Repeat steps 10 and 11 if you need to add more checkboxes
  13. Add a signature if needed
  14. Click Continue

 

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