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

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

A New PDF Document

  1. Create a new PDF document
  2. Select the required number of contact signers from the dropdown
  3. Fill out the rest of the document settings
  4. Click Create Template
  5. Click the Signature button in the top menu
  6. Click in the desired location on the document
  7. Under the Who signs here? dropdown, select the desired contact signer
  8. Repeat steps 6 and 7 for all locations for the contact signer
  9. Click Continue to save the PDF template

 

Editing an existing PDF Document

Note: Requires that the PDF document had the correct number of contact signers selected when the document was created

  1. In the Template Editor edit the desired PDF document template
  2. Click the Signature button in the top menu
  3. Click on the desired location in the document
  4. Under the Who signs here? dropdown, select the desired contact signer
  5. Repeat steps 3 and 4 for all locations for the contact signer
  6. Click Continue to save the PDF template
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