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Tutorial - Using Document Automation without Microsoft Word

For those users who do not have access to Microsoft Office, you can still use Document Automation to generate PDF documents.


Google Drive

Google Drive

! At this time .docx and .pptx files generated by Document Automation cannot be opened in Google Drive due to a limitation with our partner, Nintex DocGen® (formerly Drawloop.) Nintex - doesn’t support docs created through OpenOffice. However, you can still create templates in Google Drive to generate PDF files with Document Automation. 

Users generating .xlsx files with Document Automation are still able to convert them to Google Sheets in order to open them in Google Drive.

In Google Drive, create a template with Google Docs, Google Slides, or Google Sheets and follow the instructions HERE for adding Clio merge field tags to your template.

When you have finished working on your template, you will have to download it in the appropriate Microsoft Office format.  

  1. Click the "File" menu.
  2. Hover over the "Download as" option.
  3. Select the appropriate Microsoft format.

Save the converted template file to a location on your computer where it can be easily found then upload the template to Clio following the instructions found HERE.

When generating your document, be sure to select the PDF option as the Word or PowerPoint options will produce files that cannot be opened in Google Drive.

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