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Can I Create a Document Folder and Save Document Automation Documents to that Folder?

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.

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