How to Upload a Document Template

Objective:

• Do document automation
• 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 Templates subtab
3. Click the green Add button
4. Select the Template file 
5. Select a Category if you wish
6. Click Save