Environment:
- Clio Grow
Additional Information:
- n/a
Procedure:
A New PDF Document
- Create a new PDF document
- Select the required number of contact signers from the dropdown
- Fill out the rest of the document settings
- Click Create Template
- Click the Signature button in the top menu
- Click in the desired location on the document
- Under the Who signs here? dropdown, select the desired contact signer
- Repeat steps 6 and 7 for all locations for the contact signer
- 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
- In the Template Editor edit the desired PDF document template
- Click the Signature button in the top menu
- Click on the desired location in the document
- Under the Who signs here? dropdown, select the desired contact signer
- Repeat steps 3 and 4 for all locations for the contact signer
- Click Continue to save the PDF template