Objective:
- Send Multiple Documents in One Email
- Can I share more than one Document for e-Signature in the same email?
Environment:
- Clio Grow
Additional Information:
n/a
Procedure:
- Go to the desired Matter
- Click Add Single Item
- Select Prepare Document
- Either Use a template from Grow, or Upload a PDF
- Select which Contact in the Matter to prepare the document for
- Click Prepare For Signing when ready
- From the Choose Method modal copy the document URL and store in a safe location
- Click Save and exit the page
- Repeat steps 2-5 for the second Document
- Choose Email Document Link
- Click Send Document
- Type the wording for the second link in the email and then highlight
- Click the Link icon and paste the URL into the URL field
- Click Send Email when ready to send out the email