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KCS - How to Upload a Document Template


  • N/A


  • Clio Web App
  • Documents

Additional Information:

This process assumes you have already created a document template. To create a Document template please click here (link to KCS-article)


  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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