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How to View Documents Sent for E-Signature in Clio Grow?

Question:

  • How do I see a list of all Documents I have sent to my Client for e-Signature in Clio Grow?
  • Where do I find the Doc I sent to my Client to sign?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

  1. Navigate to the Matter
  2. Click on the Files subtab on the top right of the Matter
  3. View all Documents under the Timeline section

 

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