KCS - How to Upload a Document Template

Objective:

  • N/A

Environment:

  • 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)

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

 

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