How do I Sign a Document Shared to my Clio Connect Account?
- Signing shared documents
- Using e-signatures in Clio Connect
- To learn how to download documents from a Clio Connect account, please click here.
- Download the document from the Clio Connect account
- Use software that supports e-signatures to sign the document
- Save the completed document to your computer
- In Clio Connect, click on the View Details link below the Document that was originally shared, this will open up the Details panel on the right hand side of the screen
- Click the + sign next to the Add New Version link and upload the Document/Form that has been filled out and saved to your computer