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Can I Automatically Sign Clio Grow Documents?

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:

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 

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