This article may be out of date!
Visit the New Knowledge Center

Are There User Permissions for Document Automation?

Objective:

  • Are Certain User Permissions Required to Edit and Use Document Templates?
  • Are Specific User Permissions Required to Add and Use Document Templates?

Environment:

  • Clio Manage

Additional Information:

  • To Learn More About Creating a Document Automation Template, click here

Answer:

No, any user on your Clio Manage account can add, create, edit and delete Document Templates and generate documents from templates.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality