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Is it Possible to Upload a Document Template to More than One Matter at a Time?

Objective:

  • Bulk upload a Document Template to Matters

Environment:

  • Clio Manage

Additional Information:

  • To learn more about generating and uploading Document Templates, please click here.

Answer:

Currently, this is not a feature in Clio. If you would like to request for this feature, 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.

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