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Can Signatures be Added to Emails When Sharing Bills?

Objective:

  • Include an e-signature when sharing a Bill
  • Send Bills to clients with an optional email message
  • Share a Bill to Clients

Environment:

  • Clio Manage

Additional Information:

How Do I Share a Bill via Email?

Answer:

Signatures cannot be added at this time, however a custom message can be added. Text Snippets can be used to make this easier for repeated messages.

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