Once a document is sent for electronic signatures, you can send an automatic email reminder on a future date from the matter’s intake process page or send an immediate email and/or text reminder from the Documents tab. You can also resend an expired document link by email using the immediate reminder method.
Note: You can only schedule a future automatic reminder if the document has a due date.
- Go to the matter in Clio Grow.
- Find the document task under the Intake process section.
- Click the Options dropdown and select Set Auto Reminder.
- Select the reminder date and the type of reminder.
- Click Schedule Reminder.
- Go to Documents > Pending.
- Click the document’s name.
- Click Actions and then select Send Reminder.
- Click Send reminder.