KCS - Can I Generate Multiple Documents from a Template?

Objective:

  • Generate Documents from a Template for multiple Clients/Matters
  • Batch generate Documents

Environment:

  • Clio Web App
  • Document Automation 

Additional Information:

The ability to generate multiple Documents from a Template is currently a feature request. If you would like your vote added to this, please contact support via chat, email, or phone (1-888-858-2546). 

Answer:

No, not at this time. 

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