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Are Documents Created by Document Templates Dynamic?

November 13, 2020 03:07

Objective:

I updated the information in a merge field and was wondering if the Document created from a Template would update with the new data?
Will changes to a Document Automation template reflect on existing Documents created?

Environment:

Clio Manage

Additional Information:

n/a

Answer:

Once a Document is created using a Document Template, unless someone edits the Document via Clio Launcher or a Download/Upload, the contents in the Document wouldn't change.