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):
- Navigate to the Matter
- Click Documents
- Click New
- Click Document from template
- Select or search the Document Template
- Select document format
- Create
Procedure (From main Documents tab):
- Click Documents
- Click New
- Click Document from template
- Select or search for the Document Template
- Type Matter number
- Select document format
- Create