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How to Prepare a Document from a PDF Template without Requiring an E-Signature in Clio Grow

Objective:

  • Generate a self-signed document
  • Create a standardized document which is automatically signed by someone at your firm

Environment:

  • Clio Grow

Additional Information:

In order to complete this workflow, first create a self-signing PDF template.

Procedure:

  1. In Clio Grow, go to the Matter for which you want to generate the document
  2. In the Workflow section, select Prepare Document from the "Add to workflow" dropdown menu
  3. Select Use Template from Clio Grow
  4. Select the PDF template and click Draft Document
  5. From the PDF preview screen, click Send
    Note: This will save a copy of the completed PDF on the Matter timeline, which you can then download or share a link to. For details on how to download or share a completed PDF, click here.
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