Document Automation allows users to quickly create correspondence using information from your Contact cards and Matters. You can rapidly populate information such as addresses, account balances, Matter names and more. Document Automation supports templates created in the following file types: ".doc", ".docx",".ppt", ".pptx", ".xls", and ".xlsx".
For information on creating templates for Document Automation, click HERE.
Review our video on Document Automation.
Contents
Uploading Templates for Document Automation
Generating Documents
Uploading Templates for Document Automation
To upload your document template, go to "Documents" then click on the "Templates" sub-tab. To upload a new template, click the "Add" button.
In the "Add Document Template" window, click "Choose File" then select the template from your computer. Optionally, you are able to assign a document category to easily sort your templates.
Once the template has been uploaded, you can generate your document. You can generate a document from:
- the main "Documents" tab
- the Documents sub-tab of a Contact
- the Documents sub-tab of a Matter.
Click on the "New" button menu, then select "Document from Template".
In the "Create a Document" window, select the template that you want to generate a document from. If you are generating a document from the main Documents tab or from a Contact card, you will be required to enter a Matter. Finally, you are required to choose the file type of the generated document: PDF or Microsoft compatible file (depending on the file type of your template - for example, if your template is a Word document, then you will be able to generate a Word document).
You can now view the document in the Document list (in that Matter's folder).
Please note that the generated document can only be saved in your Clio Documents and not one of the document integrations at this time.