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Clio Draft: Download Documents and Send for ESignatures

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After drafting documents in Clio Draft, you can download the documents for your records and to submit to necessary parties. You can also send drafted documents to relevant parties for their electronic signatures using Clio Draft’s built-in federally compliant eSignature tool.

Tip: Clio Draft's other two counterparts, Clio Manage and Clio Grow, also offer eSignature tools, allowing you to send intake documents, engagement letters, and court forms for eSignatures with the same client and matter data across all platforms. Learn more about the Clio Manage and Clio Grow eSignature capabilities here.

Download documents

You can download your drafted documents during the drafting process, from the Matters tab, from the Documents or Document sets tab, or from the Signatures tab after you have already sent the documents out for electronic signatures. 

During drafting
  1. Go to your Library and select one of the Sets, Court forms, Form templates, or Word templates subtabs.
  2. Add items to start drafting documents.
  3. Go through the document drafting process until you reach the end drafting/preview page (after the populate page).
  4. In the bottom right, click Download and then select Download current document to only download the selected document, or click Download all (.zip) to download all the documents in the selection pane.
Documents or Document sets tab
  1. Go to Document sets or Documents, depending on whether you drafted an individual document or multiple documents at once.
  2. Search for the drafted documents.
  3. Click the Actions dropdown.
    • If the document or document set only contains Word templates:
      1. Click Download and then choose whether to keep the highlights or remove them. 
    • If the document or document set contains a court form:
      1. Click Edit and then go through the document drafting process until you reach the drafting/preview page.
      2. Click Download and then select Download current document to only download the selected document, or click Download all (.zip) to download all the documents in the selection pane.
Matters tab
  1. Go to Matters and find your matter.
  2. Click the Actions dropdown and then select View.
  3. Under Documents or Document sets, click the Actions dropdown.
    • If the document or document set only contains Word templates:
      1. Click Download and then choose whether to keep the highlights or remove them. 
    • If the document or document set contains a court form:
      1. Click Edit and then go through the document drafting process until you reach the drafting/preview page.
      2. Click Download and then select Download current document to only download the selected document, or click Download all (.zip) to download all the documents in the selection pane.
Signatures tab
  1. Go to Signatures and find the document package that was sent and has been completed.
  2. Click the Actions dropdown and then select View.
  3. Click Download.

 

Send documents for eSignatures

In Clio Draft, you can send documents out for electronic signatures either at the end of the document drafting workflow or by uploading your own documents directly into the electronic signature tool. 

Send for eSignatures during drafting
  1. Go to Document sets or Documents, depending on whether you drafted an individual document or multiple documents at once.
  2. Search for the drafted documents.
  3. Click the Actions dropdown and then select Edit.
  4. Go through the document drafting process until you reach the end drafting/preview page (after the populate page).
  5. In the bottom right, click Esign.
  6. By default, all documents in the project are selected. Unselect any that you do not want to send for signatures. You can also upload any additional documents from outside of Clio Draft.
  7. Click Next.
  8. Select who will sign.
    • Only me: You are the only signing party.
    • Me & others: You and an unlimited number of others will be signing. Select this option if you want to sign before other parties. After selecting this option, enter the names and email addresses of the additional parties signing. Check the box for Set sign order if you only want subsequent signers to receive the package after the previous signer finishes signing.
    • Only others: Only other parties, excluding you, will be signing. Select this option if you want to sign after other parties. Then, enter the names and email addresses of the additional parties signing along with your name and email address. Check the box for Set sign order if you only want subsequent signers to receive the package after the previous signer finishes signing.
  9. Click Next.
  10. Under Signature fields, click Add signature and Add date and then drop these onto the forms to add signature and date boxes. Click the inserted box to select who should sign that box.
    • To delete a signature box, click the box and then click the trash can icon. 
    • To add your own signature, drop a signature box on a form and then select your name. Then either draw, type, or upload your signature. When drawing, you can customize by choosing a different color.
  11. When you are finished adding signature boxes, click Next.
  12. Optional: Click Add CC recipient to add the email address of a non-signer who will receive a copy of the drafted document package. 
    • You do not need to add yourself as a CC recipient. By default, you will receive an email notification once the parties have signed.
  13. In the Message for signers section, enter a unique name for the signature package title and an optional message for the signing parties.
    • The name will appear in the subject line of the email sent to signers, and the message will appear in the body.
  14. Click Send request.
Upload files to send for eSignatures
  1. Go to Signatures and then click New signature.
  2. Click Upload documents to add your documents or drag and drop them.
    • Each document file has an upload limit of 25MB.
  3. Click Next.
  4. Select who will sign.
    • Only me: You are the only signing party.
    • Me & others: You and an unlimited number of others will be signing. Select this option if you want to sign before other parties. After selecting this option, enter the names and email addresses of the additional parties signing. Check the box for Set sign order if you only want subsequent signers to receive the package after the previous signer finishes signing.
    • Only others: Only other parties, excluding you, will be signing. Select this option if you want to sign after other parties. Then, enter the names and email addresses of the additional parties signing along with your name and email address. Check the box for Set sign order if you only want subsequent signers to receive the package after the previous signer finishes signing.
  5. Click Next.
  6. Under Signature fields, click Add signature and Add date and then drop these onto the forms to add signature and date boxes. Click the inserted box to select who should sign that box.
    • To delete a signature box, click the box and then click the trash can icon. 
    • To add your own signature, drop a signature box on a form and then select your name. Then either draw, type, or upload your signature. When drawing, you can customize by choosing a different color.
  7. When you are finished adding signature boxes, click Next.
  8. Optional: Click Add CC recipient to add the email address of a non-signer who will receive a copy of the drafted document package. 
    • You do not need to add yourself as a CC recipient. By default, you will receive an email notification once the parties have signed.
  9. In the Message for signers section, enter a unique name for the signature package title and an optional message for the signing parties.
    • The name will appear in the subject line of the email sent to signers, and the message will appear in the body.
  10. Click Send request.

 

View signature packages

When viewing signature packages, you can view all the documents in the package and where parties signed. The last page of the package will show a secure audit trail, which shows the time the package was signed by each signer and the IP address of the device used to make each signature.

  1. Go to Signatures and find your package.
  2. Click the Actions dropdown and then select View.

 

Understand signature statuses

In Clio Draft, documents prepared or sent for electronic signatures can have one of four statuses:

  • Draft: The signature package has not been sent out yet. From the Actions dropdown, you can continue editing the package and send it for eSignatures, rename the package, or delete the package. 
  • Pending: The package is awaiting signatures from parties. From the Actions dropdown, you can view the sent package, rename the package, or cancel the signature request to prevent any party from signing. 
  • Completed: All parties have signed. From the Actions dropdown, you can view, rename, or permanently delete the package. 
  • Cancelled: The package was sent out for signatures but then revoked by the sender. From the Actions dropdown, you can view, rename, or permanently delete the package. 
  • Declined: The signature package was sent out for signatures, but one of the recipients declined to sign the package. 
  • Expired: The package was sent out for signatures, but the signers failed to sign the package in the requisite timeframe. Clio Draft will automatically expire signature packages that have been pending for two weeks.

 

Rename signature packages

You can rename a signature package from the Signatures tab.

  1. Go to Signatures and find your package.
  2. Click the Actions dropdown and then select Rename.
  3. Enter a new name and then click Save.

 

Cancel signature requests

You can cancel eSignature requests for packages that have been sent out but not signed by all parties. 

  1. Go to Signatures and find your Pending package.
  2. Click the Actions dropdown and then select Cancel signature request.
  3. Click Continue with cancellation to confirm.

 

Delete signature requests

If you need to delete an electronic signature package that is in draft or after all parties have signed it, you can do that from the Signatures tab.

  1. Go to Signatures and find your package.
  2. Click the Actions dropdown and then select Delete.
  3. Click Delete to confirm.

 

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