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KCS - How to Upload a Template for Document Automation


  • Upload a Document Automation Template
  • Add a Template


  • Clio Web App

Additional Information:



  1. Go to the main Documents tab
  2. Go to the Templates sub-tab,
  3. Select Add on the top right,
  4. Select the template you wish to upload,
  5. Choose a Document Category (if you wish),
  6. Click Save.
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