Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

How do I Sign a Document Shared to my Clio Connect Account?

Objective:

  • Signing shared documents
  • Using e-signatures in Clio Connect

Environment:

  • Clio Manage

Additional Information:

  • To learn how to download documents from a Clio Connect account, please click here.

Answer:

  1. Download the document from the Clio Connect account
  2. Use software that supports e-signatures to sign the document 
  3. Save the completed document to your computer
  4. 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
  5. 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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality