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:
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.