Objective:

• To create a reusable document template which will automatically have the signature of someone at my firm on it once it's generated

Environment:

• Clio Grow

Additional Information:

n/a

Procedure:

1. In Clio Grow, click Documents on the left-hand side of the screen
2. At the top of the screen, click Template Editor
3. In the Template Editor, click on the Create New Template button in the top-right
4. Choose the PDF Template option
5. Under the HelloSign Settings section of the Template Editor, select the "No" option for the question "Will this document be e-signed by at least one contact"
6. In the PDF template preview:
   1. Add a Signature block anywhere in the template and select "User Signer 1" for Assigned to"
      Note: This will not be visible in the completed PDF copy when downloaded or printed
   2. Add the desired Contact and/or Matter data fields to be merged (optional)
7. Click Continue

For instructions on how to prepare self-signing documents from this template, click here.