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