Fall special pricing for the Clio Cloud Conference ends soon! Save your spot today.

How to Upload a Document Template


  • Do document automation
  • Create documents with minimal manual work
  • Upload a Document Automation Template
  • Add a Template


  • Clio Manage

Additional Information:

This process assumes you have already created a document template. To create a Document template please click here.

Supported template file types are: ".doc", ".docx",".ppt", ".pptx", ".xml", and ".xlsx".


  1. Click Documents
  2. Click Templates subtab
  3. Click the green Add button
  4. Select the Template file 
  5. Select a Category if you wish
  6. Click Save


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality