Objective:
- Can I print a Draft Document?
Environment:
- Clio Grow
Additional Information:
You cannot print a Draft of a document generated from a PDF template at this time, the draft must be moved into a Pending status by sending it out.
Procedure:
To print a draft document generated from a Text Editor template:
- Go to Matter Dashboard
- Find Document in the workflow list and select Options then Edit Document or Continue Editing
- Preview PDF version of the Document
- Print from the preview screen using the printer icon
To print a pending document generated from a PDF template:
- Send the Document to at least one individual
- Go to the Matter Dashboard
- Find Pending Document in the workflow list and select Options then View Document Details
- Click Actions
- Download PDF and print the PDF file