Introducing The Law Community, the online community just for Clio customers. Sign up now.

Why Do I Only Have the Option to Generate a Document from a Template as a PDF File? 


  • When generating a Document from a Template, it only allows me to generate it as a PDF file


  • Clio Manage

Additional Information:

  • For more information on how to upload a Document Template, click here



Please ensure the file type (.doc, .docx) is included in the template that is uploaded into Clio. Please delete the template and re-upload the template back into Clio. 


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