KCS - What file types does Document Automation support?

Objective:

  • Know what file types are able to be used for templates
  • Use the correct program to make document templates

Environment:

  • Clio Web App

Additional Information:

Please note that .docx will sometimes result in an error, and needs to be changed to .doc

Answer:

Document Automation supports templates created in the following file types: ".doc", ".docx",".ppt", ".pptx", ".xls", ".xlsx", and ".xml". 

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