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How Can I Save a Copy of Signed Document in Clio Grow?

Objective:

  • How to save or download a copy of signed Document?
  • Is there a way for Client to download or receive automatically the signed copy of Document?

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

When a Document is signed, the User who sent the Document will receive an automatic email notifying that the Document has been executed and a link to download the signed Document. The file will be added to the Files tab for the respective Matter.

The Client will receive an automated email with a separate link to download the Document.

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