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:
- Navigate to the Documents tab on the left of Clio Grow
- Click on the Document name of the Document that you would like to sign
- Locate the Signer information box for the User signer and click the Signer URL to be taken to the Document for signing
This can also be accessed from the Matter
- Click the Options button beside the Document within the Matter
- Click View Document Details
- Locate the Signer information box for the User signer and click the Signer URL to be taken to the Document for signing