San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to input user signers into a Text Editor document template in Clio Grow

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 5 and 6 for all locations that the user needs to sign
  8. Click Save Template to save the changes to the document template
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality