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Can You Remove a Category from a Document Template?

Question:

  • How do you removed a Category from a Document Template?
  • How do you prevent Folders from being created when generating a Document from a Template?

Environment:

  • Clio Manage

Additional Information:

  • When you create a Document from Template, it will appear in the root folder of that Matter, unless a Category is assigned to the Template. In that case, it will appear in a folder named after the Category assigned to it.

Answer:

No, you are not able to remove the Category. However, you are able to delete the Category so when uploading a new Document from this Template it will save the Document in the main Matter Document folder. For more information on how to do this, please click here

If you would like to be able to remove a Category from a Document Template without deleting it, please email support@clio.com to add your vote to this feature request. 

 

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