RightSignature allows you to send electronic documents to anyone for a digital signature. RightSignature's integration with Clio allows you to select any of your Clio Contacts and email them directly to request their signature. For some Clio accounts, the integration will also allow you to pull documents from Clio and save signed documents back to Clio.
Once you have created a RightSignature account, log in then click on the "Account" tab.
On the "Account" screen, click on "Integrations".
On the "Integrations" screen, scroll down until you reach the "Clio" options.
Turn on the "Clio Contacts" option by clicking the toggle button.
Note that the "Sending" and "Archiving" options will only work for Clio accounts with a small number of Matters and documents.
You will now be prompted to authorize the connection to Clio.
On the "Connect with Clio" screen, click the "Yes, Let's Connect" button (If you are not already logged in to your Clio account, you will be prompted to log in before you can connect).
When you "Start Document" in RightSignature and choose a document to send out for signature, you will be prompted to select the recipient. Begin typing the name of a Contact in your Clio account and select the appropriate name and email from the dropdown list.
For more information about working with RightSignature, click on the "Support" tab when logged in.