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How do I Print a Draft Document in Clio Grow?

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:

  1. Go to Matter Dashboard
  2. Find Document in the workflow list and select Options then Edit Document or Continue Editing
  3. Preview PDF version of the Document
  4. Print from the preview screen using the printer icon

 

To print a pending document generated from a PDF template:

  1. Send the Document to at least one individual
  2. Go to the Matter Dashboard
  3. Find Pending Document in the workflow list and select Options then View Document Details
  4. Click Actions
  5. Download PDF and print the PDF file
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