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Can I Rename a Document Template?

Objective:

  • How to rename or edit a document template
  • How do I rename a document template in Clio MAnage

Environment:

  • Clio Manage

Answer:

Yes, Clio supports the ability to rename Document Templates, though the name of the file used as the source for the Template cannot be renamed.

  1. Navigate to Documents and click Categories and Templates
  2. Click Edit for the Template that is to be renamed
  3. Input the desired name to the Template name field
    • Note: the file extension should not be changed so as not to affect functionality
  4. Click Save

 

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