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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:

  • Clio Grow

Additional Information:

  • 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: 

  1. Enter the edit screen of the Document
    • If you need to create a Document;
      1. Go to the desired Matter's page
      2. Click Add single item and select Prepare Document
      3. Choose Use Template from Clio Grow
      4. Choose a document template
      5. Click Draft Document
      6. Assign the contacts in the document
      7. Click Draft Document
    • If the Document is already created and in draft;
      1. Go to the desired Matter's page
      2. Locate the draft Document
      3. Click Options and select "Continue Editing"
  2. Click Preview PDF in the edit screen of the document
  3. Click the download icon () in the pop-up
  4. Navigate to your downloads folder on your computer
  5. Open the downloaded file
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