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Can I Assign a Signer to a Document Who Is Not the Main Contact on the Associated Matter?

Objective:

  • Can I have a signee who isn't the main Contact in a Matter?
  • Can I have someone else as the signer in a Document?
  • Can someone other than the main Contact in a Matter sign a Document?

Environment:

  • Clio Grow
  • Lexicata

Answer:

Yes, if they have been added as a Contact, you will be able to select their name from the Signer dropdown menu.

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