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How To See Which Clients Still Need To Sign A Document

Objective:

  • How To Check Which Clients Have Signed A Document
  • Can I Check The Signed Status Of My Documents

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

When sending out a Document to multiple clients you can see who and who hasn't signed the Document. To do that follow these steps"

  1. Click Documents
  2. Click Pending
  3. Click on the name of the Document 
  4. Here you will see which clients still need to sign the document because there is a URL beside their name. If someone has completed signing it will show a time stamp beside there name
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