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I Generated a Document From Template but the Format Looks Different

Objective:

  • Document Automation is causing weird rich text formatting 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

You can strip the text of inherent formatting by creating a new Word Document and performing the steps below:

  • Copy the text as usual with Command+C
  • Paste the copied text and match current style by using Command+Option+Shift+V

The new document will now be stripped of any formatting. You can format the Document how you would like and upload the new template into Clio. 

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