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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.