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Can I See Which Users Have Sent Documents Out For Signature In Clio Manage?

Question:

  • How do I know which Users have sent Documents for E-Signature in Clio?

Environment:

  • Clio Manage

Additional Information:

If you would like to see a list of documents you have sent out for signature you can create a HelloSign account. This can be done using your Clio login email when following HelloSign’s “forgot password” instructions. Once you create an account, on the left hand side there is a “Documents” section where all documents that are awaiting signature or have been completed will be listed. 

Click here for more information.

Procedure / Resolution / Answer (choose one):

Not at this time. 

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

 

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