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:
- Click Documents
- Click Templates subtab
- Click the green Add button
- Select the Template file
- Select a Category if you wish
- Click Save