After all signees have signed the document, you can view and download the completed document as a PDF file from the matter’s intake process page, from the matter’s files page, or from the Documents tab.
- Go to the matter in Clio Grow.
- Find the document task under the Intake process section.
- Click the Options dropdown and select Download PDF.
- Go to the matter and select the Files subtab.
- Find the document under the Documents section.
- Hover over the white document icon on the black background and click Download.
- Go to Documents > Submitted.
- Click the document’s name.
- Click Actions and then select Download PDF.