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Tutorial - Using Document Automation to Create a Trust Receipt

You can use Clio's Document Automation feature to create trust receipts directly in Clio.  

If you are not familiar with Document Automation, please see the following support articles:

Using Clio's Document Automation
How to Create a Document Template

Related article: Tutorial - Creating a Protected, Fillable Template in Microsoft Word for Use in Document Automation

Contents

Creating the Template
Uploading the Template
Generating the Trust Receipt from a Template
Completing the Receipt
Replacing the Document in Clio with the Updated Version

Creating the Template

When creating a trust receipt template for Document Automation, some pieces of information can be completed using Clio merge field tags while the remaining pieces of information will have to be completed by you manually.  Some useful available Clio merge fields are:

<< Date >>  ,  << Matter.Client.Name >> , << Matter.Number >> , << Matter.Description >> , << Matter.Client.TrustBalance >>

Merge fields, however, are not available for the details of individual deposit transactions. This information will have to be completed by you manually after the receipt has been generated using Document Automation.  

template.png

In the above template example, the fields in grey cannot be filled in by Clio's Document Automation process as associated merge fields are not available. These fields will have to be completed after generating the new document. You can find the document HERE.

Uploading the Template 

Go to Documents, then Templates and click the "Add" button.

In the Add Document Template dialogue box, click "Choose File" to browse for the saved trust receipt template on your computer. You can also select or create a Document Category to apply to your template. In the example below, a "Receipts" category has been created and selected.

Generating the Trust Receipt from a Template

You can generate a document using Document Automation from the Documents tab or from within a particular Matter.

From the Documents Tab
Go to Documents, then List Documents and click the "New" button. From the dropdown, select "New Document from Template".  

From a Matter
Open the Matter that you want to generate a receipt for. Click on the "Documents" sub-tab of the Matter and click the "New" button. Again, from the dropdown, select "New Document from Template". 

In the Create a Document dialogue box, select the appropriate template and type in the related Matter number (if generating the document from the Documents tab). By default, the "Create PDF Document" box is selected. Since you will be required to add additional information to the document once it has been created, deselect the "Create PDF Document" box and select "Create Word Document". 

Completing the Receipt

Open the newly generated trust receipt document by clicking on the file name.  

Note that you may be required to click "Enable Editing" in the Word document in order to complete the document. 

enable_editing (1).png

The generated document should look something like this:

merged.png

As detailed above, the fields in grey still need to be completed manually. Once you have updated the receipt, save it to your computer.

Replacing the Document in Clio with the Updated Version

Find the generated document in Clio, either from the appropriate Matter or from the Documents tab then click on the "View Details" quick link. In the Details side panel, click the "Add New Version" button. For more information about working with Document versions, click HERE.