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Is There a Way to Select From Available Document Templates That Doesn't Require Scrolling Through the Entire Long List?

Objective:

  • Search for a Document Template for Document Automation
  • Quickly locate the appropriate Template

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

After clicking into the Select a Document Template field, a search field will display above the list, allowing you to search by the title of your Template.

 

 

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