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How to Create a Document from a Template

Objective:

  • Generate document from template

Environment:

  • Clio Web App
  • Documents 

Additional Information:

This process assumes you have already created and uploaded a document template. To create a Document template, please click here.

For steps to upload a Document Template, please click here

Procedure (From a Matter):

  1. Navigate to the Matter
  2. Click Documents
  3. Click New
  4. Click Document from template
  5. Select a Document Template
  6. Select document format
  7. Create

 Procedure (From main Documents tab):

  1. Click Documents
  2. Click New
  3. Click Document from template
  4. Select a Document Template
  5. Type Matter number 
  6. Select document format
  7. Create
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