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Does a User Need to Be a Contact in Clio to Be a Signer on a Document?

Objective:

  • Can a Firm User e-sign a Document without being a Contact in Clio? 
  • Do all Signers on a Documents need to be Contacts in Clio? 

Environment:

  • Clio Manage

Additional Information:

Answer:

Yes, for a User to be a Signer on a document requiring an e-signature, the User will need to be added to Clio as a Contact. 

 

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