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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
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