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Is it Possible to Choose Where a Document Created from a Template is Saved?

June 11, 2020 22:40

Objective:

Decide where document is saved
Determine document destination

Environment:

Clio Manage

Additional Information:

To learn more about Document Automation, please click here.

Answer:

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.