eSignature: The Client Experience

Once you have submitted a package for signature the system will send an email to anyone you designated as a signatory.

The client will click the Review and Sign button, which will let the client sign the package with the same options you had (draw, type, upload).

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Introduction to Clio Draft

Key Concepts and Terminology

Clio Users: Getting Started

The Platform

The Template Builder

Selecting Documents to Turn Into Templates

Creating Model Templates

How Information is Saved: Fields and Cards

Clio Users: Using Information Manage in Clio Draft

Roles versus Other Cards

Prepping Templates

Importing Cards and Fields

Advanced Topic: Using Copy/Paste to Import Fields and Conditions

Adding Cards

Adding Fields to Cards and Hints

Duplicating Cards

Collapse and Collapse All Cards

Inserting Fields and Bulk Insert

Multiple Choice Fields

* NEW * Multi-Select Fields

Formatting Fields

Advanced Topic: Formatting your Data

Deleting Fields

Reordering Fields and Cards

Test your Skills #1

Stepping Through Test Your Skills #1

Adding Rules to Your Templates (Conditions)

Getting Started with Conditions

Advanced Topic: Choosing the Right Design for your Rules

Inserting Conditions

Moving Conditions

Using Conditions for Multiples

Nested Conditions

Triggering Conditions from Multiple Choice Fields

Standalone Conditions

Reviewing, Testing and Troubleshooting Conditions

Test Your Skills #2

Stepping Through Test Your Skills #2

More Practice #1

Generating Documents

The Journey

Assigning Contacts to Roles

Optional Highlighted Changes

Template Sets

Saving, Editing and Transferring Templates

Saving Templates

Editing Templates

Transferring Templates

Deleting Templates

Electronic Signatures

Creating the Signature Package

eSignature: The Client Experience

MS Word Basics

Converting Document to .docx Format

Add Signature Lines

Extending Blank Lines to Right Margin

Adjusting Line Indents and Word Wrap

Orphan Control

Section Breaks

Custom Paragraph and Section Numbering

Insert Current Year

Advanced Topics: Adding Calculations to Tables

Advanced Topics: Defining a Custom Style

Advanced Topics: Creating a Second Independent Dynamic Numbering Sequence

Advanced Topics: Referencing Table Calculations

AMA (Ask Me Anything)

Adding Multiple Versions of Pronouns Using Conditions

Proper Condition Tag Placement

Using Copy/Paste to Save Time Creating Templates

Allowing Multiple Selections with a Standard Clio Draft Multiple-Choice Field

Building a Case Caption Using an MS Word Table

Building Out Your Template Library Using Case Caption Stub Templates

Using Conditions to Toggle Checkboxes

Using Conditions to Create Dynamic Tables

Converting a Clio Manage Template into a Clio Draft Template

Creating Reciprocal Templates

Adjusting Fill-in-the-Blank Lines to work with Clio Draft Fields

Using Hidden Control Fields

Inserting Conditions into a Numbered List