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.

Video: How to Upload a Template for Document Automation

In this video, we will walk through how to upload a template to be used for Document Automation, as well as replace an existing template with an updated version.

 
 
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