KCS - How to prepare a document in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

Templated Document

  1. Go to the desired Matter's page
  2. Click Add single item and select Prepare Document
  3. Choose Use Template from Clio Grow
  4. Choose a document template
  5. Click Draft Document
  6. Assign the contacts in the document
  7. Click Draft Document
  8. Review the draft of the document and make any required adjustments
  9. Click Prepare for signing when ready
  10. Select the signers in the document
  11. Click Continue
  12. Review the document in the HelloSign preview and make any needed adjustments
  13. Click Continue
  14. Choose Email Document or Sign Document Now
  15. If sending by email, select the email template from the drop-down
  16. Review the email and click Send Email to send the document
  17. Pick a due date and a reminder time if desired

PDF Upload

  1. Go to the desired Matter page
  2. Click Add single item and select Prepare Document
  3. Choose Upload PDF From Computer
  4. Select the document from the file uploader
  5. Choose the number of contact signers in the document
  6. Assign the Contact signers
  7. Choose the number of user signers
  8. Assign the user signers
  9. Choose a due date for the document
  10. Click Prepare for signing
  11. Input the E-Signature and other required fields into the document
  12. Click Continue
  13. Choose Email Document or Sign Document Now
  14. If sending by email, select the email template from the drop-down
  15. Review the email and click Send Email to send the document
  16. Pick a due date and a reminder time if desired
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