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Document Automation Basics: Uploading Templates and Generating Documents

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", ".xlsx", and "PDF". 

Clio's Document Automation is best optimized when using the ".doc" file type.

For information on creating templates for Document Automation, click HERE
Review our video on Document Automation


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 "Upload a new template" window, select the template from your computer. Optionally, you are able to assign a document category to easily sort your templates.


Generating Documents

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 "Create a new document from template". 


In the "Create a document from a template" 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. You can then choose to adjust the file name to suit your needs. 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. 

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