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.