2017

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RightSignature

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. 

Note

Due to current limitations, RightSignature is unable to properly handle accounts with more than 300 Matters or Documents.

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Contents

Connecting RightSignature to Clio
Using RightSignature with Clio

Connecting RightSignature 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).

Using RightSignature with Clio

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.