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How to Create a Document from a Template (For Matter)

Objective:

  • Generate Document from a Template
  • How do I generate a Document from a Template?

Environment:

  • Clio Manage

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 or search the 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 or search for the Document Template
  5. Type Matter number 
  6. Select document format
  7. Create
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