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How Do I Edit a Document That Has Been Sent Out for E-Signature in Clio Manage?

Objective:

  • To determine how to edit a document that has been sent out for e-signature in Clio Manage

Environment:

  • Clio Manage 
  • HelloSign

Additional Information:

  • The first time you send a Document for e-signature from Clio Manage a HelloSign free account is automatically created for you.  The first time you login, you will have to do a forgotten password to get in.
  • How do I login to my HelloSign account?

Answer:

You will have to login to HelloSign. Once in, please follow these steps:

  • Click on Documents on the left menu
  • Select the down arrow beside the document you want to edit
  • Choose edit 

 

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