- Do Document Automation
- Create Documents with minimal manual work
- Upload a Document Automation Template
- Add a Template
- Clio Manage
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".
- Click Documents
- Click Categories and Templates at the top right
- Click the blue New Template button
- Select the Template file
- Select a Category if you wish
- Click Save