Objective:
Can't generate Documents for a specific Matter
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
You cannot generate a Document from a Matter if that Matter does not have a Client. To resolve this:
- Edit the Matter
- Select a Contact in the Matter field
- Save the Matter
- Attempt to generate a Document.
If the Client is not found when editing the Matter, it may located in your Recovery Bin.