Fordbid eSign Template with airSlate SignNow

Add text tags, Manage shared templates and eSign

when you prepare a document for signature using a text editor template select the option for use template from Clio grow from within your list of document templates select the template with the text editor template label and confirm whose contact information Clio grow will populate in this document the number of available contacts in this section corresponds to the settings you've configured for this particular template once complete click draft document in the event there are missing fields of information for either your contacts or matter Clio grow will prompt you with a warning allowing you to cancel this document and update those fields or proceed anyways next you will be brought to the document where you can review the content and you are also able to edit the document content if needed when ready click prepare for signing in the top right corner in the window that follows you will select a contact for each signer including if applicable which firm users must sign this document you will then be brought back to the document once more this time showing you the finalized version of the document with placeholders for signatures over the appropriate signature lines once complete click send from here you have a couple of different ways of gathering signatures either by emailing the document link through Clio grow or sharing the individual signature links by copying and pasting the hyperlinks below each one of these links corresponds to the specific signature line for the contact listed above selecting signed document now allows the firm user to sign the document first if you select email document choose the appropriate email template and confirm the contents of the email below keep in mind that if there are multiple signers a separate email will be sent to each individual recipient if that is the case click prepare next email and repeat this process once fully complete click send email lastly add an optional due date and schedule an optional reminder for the signer to receive this document along with its status will now appear within the workflow section of the matter and within the pending section of the main documents page