Objective:
- The ability to have Clio default to Word rather than PDF as the default Document type when creating a merged document using the Document Automation feature.
Environment:
- Clio Web App
Additional Information:
- Document Templates must first be created and uploaded to Clio using steps outlined here in order to generate a merged Document using Document Automation.
Answer:
- No, it is not possible to reset the default Document type from PDF to Word when generating a merged document with Document Automation.