The 2020 Legal Trends Report is now available. Get the latest insights here.

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 Categories and Templates at the top right
  3. Click the blue New Template 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