In the Documents Document Automation - Creating Workable Templates webinar we walk through the basics of how to take an existing template or document and populate it with fields that will automatically pull information from your Clio account. Templates can be used to automate letters, contracts, and other common documents your firm works with to help you save time.
For an assignment to be completed along with the webinar, see our Document Automation Webinar Assignment.
Access our handout Training materials in the Document Automation PDF Handout.
Throughout the presentation different questions are posed. Do your best to answer along! Pause when the "Active Poll Running" slide is displayed so that you can take your time to explore your account.
During this session we discuss:
- Merge Fields
- Custom Fields
- Generating Documents
- Adding Time
- We end the session with some discussion around training resources, and our Support site.
After completing the Document Automation - Creating Workable Templates webinar, take a look at our Upcoming Webinars.