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Can I Store Templates in OneDrive?

Question:

  • Do templates get put in OneDrive?

Environment:

  • Clio Manage
  • OneDrive

Additional Information:

  • n/a

Answer:

When a template gets placed into OneDrive, it becomes a document and can no longer be used in the Document Automation process. Once a template turns into a document from the "create a new document from template" in the documents section, the document can then be downloaded and then saved into OneDrive. 

 

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