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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.

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