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How to Input Contact Signers into a Text Editor Document Template in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Create a new document or edit the appropriate Text Editor Document
  2. Click Edit Document Settings
  3. Choose the number of contact signers in the document
  4. Save the document settings
  5. Put the cursor in the desired location in the document body
  6. Click the “HelloSign” dropdown and scroll until you find the Signature field for the appropriate contact signer
  7. Repeat 5 and 6 for all locations that the contact needs to sign
  8. Click Save Template to save the changes to the document template
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