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

Objective:

  • Add User signers into Text Editor Document Template

Environment:

  • Clio Grow

Additional Information:

  • This is intended to be used when sending a Document to be signed by a User on the account.

Procedure:

  1. Create a new Document or edit the appropriate Text Editor Document
  2. Click Edit Document Settings
  3. Choose the number of User 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 User Signer
  7. Repeat Steps 5 and 6 for all locations that the User needs to sign
  8. Click Save Template to save the changes to the Document Template
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