KCS - 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 Web App

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

 

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