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