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How to Add a Category to a Document Template

Objective:

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Environment:

  • Clio Manage

Additional Information:

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Procedure:

  1. Go to the Documents tab
  2. Click on the Categories and Templates button on the top right
  3. Click the Templates tab on the left
  4. Click Edit to the left of the Template you want to add a Category to
  5. Enter the name of the new Category or choose from the drop down
  6. Click Save
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