How to Input User Signers into a Text Editor Document Template in Clio Grow
Objective:
- Add User signers into Text Editor Document Template
Environment:
Additional Information:
- This is intended to be used when sending a Document to be signed by a User on the account.
Procedure:
- Create a new Document or edit the appropriate Text Editor Document
- Click Edit Document Settings
- Choose the number of User 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 User Signer
- Repeat Steps 5 and 6 for all locations that the User needs to sign
- Click Save Template to save the changes to the Document Template