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How Do I Upload a New Version of a Document Template?

Objective:

  • Replace an Old File with an Updated .doc or .docx file During Document Automation
  • How to Replace an Outdated Document for Document Automation?
  • How to Upload New Document to Use a Document Automation Template?

Environment:

  • Clio Manage

Additional Information:

  • To Learn How to Create a Protected, Fillable Template in Microsoft Word for Document Automation, click here

Procedure:

  1. Click on the Documents tab
  2. Click Templates
  3. Find the Template you wish to replace
  4. Click Edit for that Template
  5. Click Replace file...
  6. Click Choose File
  7. Select the new version of the file
  8. Click Open
  9. Click Save

 

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