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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

 

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