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How to Create a Document from Document Automation


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


  • Clio Manage


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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