Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

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


  • Decide where document is saved
  • Determine document destination


  • Clio Manage

Additional Information:

  • 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. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality