Objective:
- How to add signers into a new PDF document template?
- How to edit user signers in an existing PDF document template?
- Add multiple signers
Environment:
- Clio Grow
Procedure:
A New PDF Document
- Create a new PDF document
- Select the required number of user signers from the dropdown
- Fill out the rest of the document settings
- Click Create 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 user signer
- Repeat steps 6 and 7 for all locations for the user signer
- 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
- 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 user signer
- Repeat steps 3 and 4 for all locations for the user signer
- Click Continue to save the PDF template