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Where Can One View the Comments Made When a Document Is Sent for E-signature

Question:

  • Where do I Find the Notes I made when emailed a document for eSigning from Clio Manage?
  • How do I view the Memo I added when I sent out an eSignature document from Clio?
  • How can I see the Message I added to my eSignature document that I sent out of Clio?

Environment:

  • Clio Manage
  • HelloSign

Additional Information:

  • n/a

Answer:

  • Those notes/memos were added to the email body that was sent from HelloSign
  • In order to view those notes, you will need to login to you HelloSign account
  • Once you're signed into HelloSign, you can view your sent documents in the Documents Section
  • To learn how to sign into your HelloSign account, click here!

 

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