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.