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Is There an Option to Edit Documents Once Sent in Clio Grow?

Objective:

  • Modify a Document in Grow
  • Make changes to a Document in Grow
  • Sent Documents

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

You cannot edit a document once it has been sent. However, if you cancel the signature request the document will be reverted to its drafting phase where you can edit it and resend it to the client.

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