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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

Environment:

  • Clio Web App

Additional Information:

n/a

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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