Can I Download the Preview of a Clio Grow Prepared Document?
Objective:
- Print the prepared Document as a Word file
- Download prepared Document as a PDF file
Environment:
Additional Information:
- Please note that these steps are for Documents generated from Text Editor Templates only
- It is currently only possible to download the preview as a PDF file
- For information on how to prepare documents, please check this article
Answer:
- Enter the edit screen of the Document
- If you need to create a Document;
- Go to the desired Matter's page
- Click Add single item and select Prepare Document
- Choose Use Template from Clio Grow
- Choose a document template
- Click Draft Document
- Assign the contacts in the document
- Click Draft Document
- If the Document is already created and in draft;
- Go to the desired Matter's page
- Locate the draft Document
- Click Options and select "Continue Editing"
- Click Preview PDF in the edit screen of the document
- Click the download icon (
⇩
) in the pop-up
- Navigate to your downloads folder on your computer
- Open the downloaded file