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"An error occurred while generating your document."


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


  • Clio Manage

Additional Information:



  • 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

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