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Who Receives Email notifications when a Document is e-Signed in Clio Manage?

Objective:

  • Can I edit who gets email notifications for E-signatures
  • Stop email notifications to Clients
  • Edit what email notifications look like
  • Firm branding on esignatures

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  • The client will receive an email with the Document to be signed
  • The User who sent the Document to be signed will get an email notification when it has been signed
  • At this time, it is not possible to change who get's the email notification, or what it looks like.
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