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How do I send the same Document for Signature to two Contacts with the same Email Address in Clio Grow?

Objective:

  • Have multiple people who share an email address sign the same Document

Environment:

  • Clio Grow

Additional Information:

  • For more information on preparing Documents to send out for signatures, please see here 

Procedure:

  1. Enter the email address of the second contact using a '+1' before the '@' symbol. For example, the first email address for the first Contact would look like bob@gmail.com and the second email address for the second Contact would be bob+1@gmail.com
  2. Prepare the Document for signature from the two Contacts as per the above instructions
  3. This email address will be sent two separate emails, which can then be signed by each person separately.
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