KCS - Nothing Happens When I Click "Document from Template"

Objective:

Can't generate Documents for a specific Matter

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

You cannot generate a Document from a Matter if that Matter does not have a Client. To resolve this:

  1. Edit the Matter
  2. Select a Contact in the Matter field
  3. Save the Matter
  4. Attempt to generate a Document.

If the Client is not found when editing the Matter, it may located in your Recovery Bin

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