Clio integration
このコンテンツはまだ日本語訳がありません。
When the Clio connection is authorized, SignumEra can associate a signing ceremony with a Clio Manage matter.
Matter-oriented flow
Section titled “Matter-oriented flow”- Find or select the correct matter.
- Choose the source PDF or generate a matter-associated document from an available template.
- Prepare the signing ceremony in SignumEra.
- Complete signing and authorization.
- Verify that the completed document and its evidence package were written to the correct matter.
The exact controls and permissions depend on your Clio account and the installed integration version.