How to Upload a Document Template

Objective:

• Create Documents with minimal manual work
• Upload a Document Automation Template
• Add a Template

Environment:

• 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".

Procedure:

1. Click Documents
2. Click Categories and Templates at the top right
3. Click the blue New Template button
4. Select the Template file 
5. Optional: Select a Category
6. Click Save