Objective:

• Can I create a folder where certain documents created through Document Automation get saved to?
• Can I set a pathway for Documents created by Document Automation?

Environment:

• Clio Manage

Additional Information:

• For more on Document Categories please see here
• To add more Document Categories please see here

Answer:

When you create a Document from Template, it will appear in the root folder of that Matter, unless a Category is assigned to the Template. In that case, it will appear in a folder named after the Category assigned to it.