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Home // Support // How to get documents signed in Clio using Secured Signing
Boost your business efficiency with Clio and Secured Signing. By combining the robust document management of Clio with the advanced eSignature and online notarization of Secured Signing, your firm will achieve unparalleled efficiency.
Follow along with our step-by-step video guide or use the detailed written instructions below.
After installing the app, go to your documents and select ‘Send for Signature’ from the ‘View’ dropdown.
You will continue to the Who Needs to Sign? page, so click the ‘WeSign’ button to continue to prep your document for signing.
Add the invitees that you would like to sign the document. You can also add form fields for you invitees to fill before signing the document.
Then, click ‘Next’ to continue to the Invitation Workflow.
Change any settings/features in this pop-up before clicking ‘Send’ to send the document for signing.
After you send a document, your invitee(s) will receive an invitation email, containing a link to sign.
Once your invitee opens the link to sign and enters their passcode, they will access the document and be able to fill the fields and sign.
When the signing process is completed for the document, you will see that the document log has been attached to the document as a comment.
And your document has been updated to the signed document, which you can then download.