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Multiple Signee's on a Document in Clio Grow

Objective:

  • Multiple Signatures on a Document in Clio Grow
  • Multiple People Signatures Needed in Grow
  • Prevent e-signing in the wrong spot

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

 When you send out the document from Grow, clients get individual emails with only their information available to sign.

This ensures P1 & P2 won't sign in each other's space, or in the case of a married couple, it will prevent them from signing for each other. 

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