San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

"An error occurred while generating your document."

Issue:

  • An error occurs when you edit the file name upon generation of a document template. 

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

  • When adding a special character in the file name 

Resolution:

Do not put special characters in the file name, and ensure the template used was uploaded as a .doc file (and not a .docx file) as the extra formatting included in this format can cause issues with the Document Automation engine.

To save the template as a .doc file, please follow these steps.

More information about troubleshooting Document Automation can be found here: Troubleshooting Document Automation Errors

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality