Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

How Does a User Sign a Document From Within Clio Grow After the Client Has Signed?

Question:

  • Can a user sign a Document from within Clio Grow?
  • How do I access a Document for my signature in Grow?
  • Can I sign a Document long after a client signs?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Navigate to the Documents tab on the left of Clio Grow
  2. Click on the Document name of the Document that you would like to sign
  3. Locate the Signer information box for the User signer and click the Signer URL to be taken to the Document for signing

Screen_Shot_2020-10-23_at_2.28.03_PM.png


This can also be accessed from the Matter

  1. Click the Options button beside the Document within the Matter
  2. Click View Document Details
  3. Locate the Signer information box for the User signer and click the Signer URL to be taken to the Document for signing

Screen_Shot_2020-10-23_at_2.26.43_PM.png

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