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:
- In Clio Grow, click Documents on the left-hand side of the screen
- At the top of the screen, click Template Editor
- In the Template Editor, click on the Create New Template button in the top-right
- Choose the PDF Template option
- 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"
- In the PDF template preview:
- 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 - Add the desired Contact and/or Matter data fields to be merged (optional)
- Add a Signature block anywhere in the template and select "User Signer 1" for Assigned to"
- Click Continue
For instructions on how to prepare self-signing documents from this template, click here.