Do you have friends in your network who could benefit from Clio? Earn $250 for every friend that you refer! Find out how.

Are Documents Created by Document Templates Dynamic?

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. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality