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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.
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