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What Does Assign At Least One Non-Date Field Error in Clio Mean When Creating a HelloSign Document?

Issue:

  • I was attempting to send a document. I received an error message saying to assign at least one non-date field to the client.

Environment:

  • Clio Grow
  • Clio Manage

Answer:

That error means that you need to select at least one non-date field from the drag & drop menu, on the left, to be applied in the document before you can send it to your client. 

Some examples of non-date fields include Signature, Initials, Textbox, Checkbox, Dropdown and Radio Group.

 

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