- Decide where document is saved
- Determine document destination
- Clio Manage
- To learn more about Document Automation, please click here.
No, a document created from a template will be uploaded into Clio by default. If you would like to request the ability to select another save location by default, please reach out to our support team by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio and let us know.