Unable to Generate a Document From a Newly Uploaded Template

Issue:

• Can't make a PDF or .DOCX file using Document Automation
• Unable to "Mail Merge" in Clio
• Document Template not loading
• Unable to open a Document Template for a Matter
• Firm users are unable to generate a Document from templates

Environment:

• Clio Manage

Additional Information:

n/a

Cause:

There are a few possible causes for this issue.

Resolution:

1. If the uploaded Template document is Protected, Clio will not be able to generate a Document (see here)
2. Some Template documents contain formatting that gives our Document generator difficulties. To resolve, try saving the document as a .doc (instead of a .docx)
3. The Matter does not have a Client (see here)
4. The name of the Documents to be generated may be too long. There is a limit of 100 characters, including the file extension for all Document Template files.
   This can be addressed by editing the name of the Document Template.