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How do I e-Sign a Document in Clio Manage Before Sending it out to the Client?

Question:

  • Can a User in Clio sign a Document first before sending it out the Client?
  • How can I send a signed Document to a Contact?

Environment:

  • Clio Manage

Additional Information:

  • If you want to send the Document to a User to sign, they would have to be created as a Contact and be selected as a signer.
  • Only a PDF file can be sent out for e-signature

Procedure:

  1. Go to Documents
  2. Locate the PDF you want to send
  3. Click the triangle menu_triangle.png to the left and choose e-Sign
  4. Enter which Contact you would like to send the document to
  5. Click Prepare for signing
  6. In HelloSign, add a signature field for the Client and one for yourself
  7. In one of the Signature Fields, under the Assigned To field, select Me (Now)
  8. Select Insert and then Continue
  9. Include a message (optional)
  10. Click Request Signature

 

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