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.