Collect eCheck and card payments directly through Clio. Find out how.

Can I create Multiple Document Automations or does it have to be one at a time ?

 

Objective:

  • Can I prepare two documents at the same time?
  • Document Automation
  • Is there a way to create multiple documents for a client at once using the automation templates

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

Not at this time. You can only Prepare one document at a time

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