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.