How to Create a Non-Signable Document in Clio Grow

Environment:

• Clio Grow

Additional Information:

• n/a

Procedure:

Note: Only Text Editor templates can be non-signable. PDF Templates must contain a signature field.

1. Click the Documents button in the main navigation bar
2. Click the Template Editor in the sub-navigation menu
3. Create a new Text Editor Template
4. Click Edit Settings
5. Under Will this document be e-signed? select No
6. Save the settings