Sign with DocuSign
The Sign with DocuSign workflow for Clio allows you to send any file that is stored in Clio to DocuSign with a single click.
To use this integration you need a Clio Manage account and a DocuSign account (free DocuSign accounts are supported).
• Connect DocuSign to Clio Manage and a ‘Sign with DocuSign’ custom action will be made available in your documents.
• Click to send any document to DocuSign where you can prepare and request signatures.
• Sending a document to DocuSign creates an envelope in DocuSign with the document added to it, ready to be signed.