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How to Create a Document from Document Automation

Objective:

  • to make a Document
  • to use Document Automation
  • to create a letter

Environment:

  • Clio Manage

Procedure:

1. Navigate to the Matter you want to make a Document for,

2. Select the Documents sub tab,

3. Click 'New',

4. Choose 'Document from template",

5. Choose the Document Template you wish to use,

6. Choose PDF or Word format,

7. Click 'Create',

8. Once Clio has finished generating, refresh the page.

 

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