Objective:

• Can I Auto-Fill the Signature On Clio Grow Documents?
• Can I Sign a Document Prior to Sending it to a Contact?

Environment:

• Clio Grow

Additional Information:

• For more information on this workaround, please see: How Does a Firm Member Sign A Document In Clio Grow Before Sending the Document to the Client? 
• The Text Editor or PDF Document Template must not require a User Signer for the workaround below. 

Answer:

It is not currently possible to auto-fill a signature, or automatically sign a document, however you can manually add a personal signature to any document prior to sending it. The steps are outlined below. 

1. Prepare a Document in Clio Grow (see: How to Send a Document for e-Signature in Clio Grow)
2. Follow the prompts and once you click Prepare for Signing proceed to step 3 
3. On the left in the Signers dropdown menu, click Me (now)
4. Click anywhere in the document to insert a signature box in the generated PDF for you to complete immediately
5. Add your signature 
6. Click Send to continue to e-signing process as usual