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How to Input or Edit User Signers into a PDF Document Template in Clio Grow

Environment:

  • Clio GrowObjective:
  • How to add signers into a new PDF document template?
  • How to edit user signers in an existing PDF document template?

Procedure:

A New PDF Document

  1. Create a new PDF document
  2. Select the required number of user 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 on the desired location in the document
  7. Under the Who signs here? dropdown, select the desired user signer
  8. Repeat steps 6 and 7 for all locations for the user 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 user 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 user signer
  5. Repeat steps 3 and 4 for all locations for the user signer
  6. Click Continue to save the PDF template
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