Set Up eSignatures

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Important: Dropbox Sign recently rebranded from HelloSign. This change may cause email notifications to push to your spam filter.

Your Clio subscription includes the ability to send documents for eSignature to clients and co-counsel at no additional cost. eSignatures are available with the Dropbox Sign integration. You do not need a separate Dropbox Sign subscription plan to benefit from this feature; however, you cannot use Dropbox Sign eSignatures outside of Clio Manage and Grow.

Note: The number of available eSignatures varies depending on your subscription plan. Check your subscription plan or see this article to learn more.

Send document for eSignature (Clio Manage)

Before sending a PDF document for eSignature in Clio Manage, you will need to upload the document into the matter’s Documents folder. You can do this by uploading in Clio Manage or by using Clio Drive.

Important: You can only send a document for eSignature to a contact that has an email address linked to their contact card.

  1. Go to Documents.
  2. Find the PDF document and then click the down arrow next to View and select e-Sign. The maximum PDF file size in Dropbox Sign is 40 MB and 500 pages.
  3. Click Prepare for signing. The document will open in Dropbox Sign.
  4. Click and drag the Signature field onto the document and select the assignee. You can also add initial and date fields.
  5. Click Next.
  6. Optional: Change the title, add a message, or add another recipient.
  7. Click Send for signature.

 

Send document for eSignature (Clio Grow)

In Clio Grow, you can prepare and send a document for eSignature using the text-editor template or the PDF template, or by uploading a PDF document from your computer.

Important: You can only send a document for eSignature to a contact that has an email address linked to their contact card.

Text-editor or PDF template Upload PDF from computer

Follow these steps to send a document for eSignature via a text-editor or PDF template.

  1. Go to Documents or go to a matter and under Add to workflow select Prepare Document.
  2. Select Use template from Clio Grow.
  3. Select a template and select which contact information you want to populate in the document, and then click Draft document. The number of available signature fields depends on the settings you configured for the selected template. Additionally, the maximum PDF file size in Dropbox Sign is 40 MB and 500 pages.
  4. Select Prepare for Signing.
  5. Select contact and firm user signers and then click Continue.
  6. Click and drag the Signature field onto the document and select the assignee. You can also add initial and date fields.
  7. Click Send.
  8. You can email the document link to the recipients or click Sign Document Now to add your signature first.
  9. Optional: After sending the document by email, you can add a due date or schedule a reminder.

Note: If there are multiple signers, each signer will receive a separate email.

 

Recipient workflow

When the recipient receives the emailed document, they can click a secure link in the email to electronically sign the document. When they view the document, you will receive an email informing you that the document has been viewed. The recipient will follow the below workflow to sign the document:

  1. Open the email and click Review & Sign. The document will open in Dropbox Sign.
  2. Click Get started.
  3. Select Click to sign. The recipient can use their mouse or touchpad to draw their signature. The recipient can also type the signature or add an image.
  4. Click Insert.
  5. Click Continue.
  6. Agree to Dropbox Sign’s terms of service and select I agree.

 

After the document is signed

When everyone has signed the document, each signee will receive an emailed copy of the signed document. Recipients will receive a PDF copy in the email, and they can also view the signed document in Dropbox Sign.

If the document requires multiple signatures, you will receive an email informing you that all users have signed the document. You can also find a signed copy of the document in the Documents section of Clio Manage, alongside the unsigned document.

 

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