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How to Add a Checkbox to Document Template in Clio Grow

Objective:

  • Add checkboxes to Document Template in Clio Grow
  • Edit Signer checkboxes to User checkboxes

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. Click the Documents button in the main navigation bar
  2. Click the Template Editor in the sub-navigation menu
  3. Find the appropriate document template and click Edit Template
  4. Click on the HelloSign button from the top menu
  5. Select Checkbox *required or Checkbox *not required from under the appropriate Signer or User.
  6. Click Save Template to save the changes
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