- An error occurs when you edit the file name upon generation of a document template.
- Clio Manage
- When adding a special character in the file name
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