Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to Create a Document Template in Microsoft Word

Objective:

  • Insert Merge Fields into a Document to create a Template that can be used in Document Automation

Environment:

  • Clio Manage
  • Microsoft Word

Additional Information:

N/A

Procedure:

  1. Create a Document in Microsoft Word
  2. Fill in all the content, and leave all fields you want to generate on a per-matter basis blank
  3. In Clio, go to Settings
  4. Click Documents
  5. Locate a Merge Field you want to use
  6. Click the Clipboard icon to the right of the Merge Field
  7. Paste the Merge Field into the Document using plain text formatting
  8. Follow steps 3-7 until you have inserted Merge Fields into all Matter/Client specific fields 
  9. Save the Document
  10. Upload the Document to Clio as a Document Template [Instructions]
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