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What can I use the Textbox Field Option for on a PDF Document in Clio Grow?

Objective:

  • How Does The Textbox Field Work?
  • Textbox Field Options

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

  • Me - Use this if you want to fill out the text-box. This will also show when you use this template.
  • Clio Grow - Use this if you want Clio Grow to populate it with data using information from a merge field.
  • Signers/ Users - Use this if you want the Client or Lawyer to fill in the information when the Form/Document is sent to them.
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