Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
- Create a new document or edit the appropriate Text Editor Document
- Click Edit Document Settings
- Choose the number of contact signers in the document
- Save the document settings
- Put the cursor in the desired location in the document body
- Click the “HelloSign” dropdown and scroll until you find the Signature field for the appropriate contact signer
- Repeat 5 and 6 for all locations that the contact needs to sign
- Click Save Template to save the changes to the document template