2017

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KCS - Can I Set Word as the Default Document Type for Document Automation?

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.
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