Where Do My Automated Documents Save?

Objective:

  • I want my Automated Documents to be saved within the main Matter Document folder, not a Template Activity subtab. 

Environment:

  • Clio Web App

Additional Information:

If you'd like new Template Documents to not be saved based on the Template Category, the Template needs to not have an active Category assigned to it. This will then save the Document in the Matter's Documents, instead of in a sub-folder based on the Template Category. 

Answer:

Once a Category is added to a Template, it will save in a Sub Folder under that Category within Documents. You are not able to remove the Category. However, you are able to delete the Category so when uploading a new Document from this Template it will save the Document in the main Matter Document folder. For more information on how to do this, please click here

Please note that this will not then move your previously automated Documents to the main Matter Document folder. 

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