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Does Clio Manage Support Fill-in-Field Prompts in Microsoft Word for Document Templates?

Objective:

  • I want to Utilize Fill-in-Field Prompts in my Word Document Template in Clio Manage. 

Environment:

  • Clio Manage

Additional Information:

In order to successfully incorporate the Fill-in-Field Prompts in Word, the Document needs to be saved as a Word Template. The optional file types for this are .dotx, .dot and .dotm which are not accepted file formats for Document Templates. 

Document Automation supports templates created in the following file types: ".doc", ".docx",".ppt", ".pptx", ".xls", and ".xlsx".

Answer: 

Not at this time. If you would like to submit this as a feature request, please contact the Customer Support Team via our Clio Support Center at +1-888-858-2546 ext 2. 

 

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