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