KCS - How to Upload a Template for Document Automation

Objective:

  • Upload a Document Automation Template
  • Add a Template

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  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.
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality