Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

How to Update/ Change a Document Template?

 

Objective:

  • Replace an Old File with an Updated .doc or .docx file During Document Automation
  • How to Replace an Outdated Document for Document Automation?
  • How to Upload New Document to Use a Document Automation Template?
  • How to Update Document Template
  • How to Change Document Template

Environment:

  • Clio Manage

Additional Information:

  • To Learn How to Create a Protected, Fillable Template in Microsoft Word for Document Automation, click here

Procedure:

  1. Click on the Documents tab

Screen_Shot_2021-05-21_at_6.52.00_PM.png

2. Click Categories and Templates

Screen_Shot_2021-05-21_at_6.49.31_PM.png

3. Find the Template you wish to replace

4. Click Edit for that Template

5. Click Replace file

Screen_Shot_2021-05-21_at_6.50.14_PM.png

6. Click Choose File

7. Select the new version of the file

8. Click Open

9. Click Save

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