Virtual meetup: How to Use Automated Data to Grow Your Firm. Register now.

How to Download a Completed PDF or Copy a Document Link in Clio Grow


  • Download a PDF document from Clio Grow
  • Share a completed document from Clio Grow


  • Clio Grow

Additional Information:

  • n/a


  1. Navigate to the Matter page for the Matter with the completed document
  2. From the Workflow tab, click the Options button under the "Ready" label for the document
  3. Select one of the following options from the dropdown:
    1. Download PDF: to download a copy to your computer, to print or email as an attachment
    2. Copy Document Link: to paste into a web browser tab or paste as a link in an email
      Email Document: to email the Document as an attachment from within Clio Grow (option will appear only for documents that do not require e-signature)


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality