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Can Documents be Saved to my Hard Drive Automatically after Creating Them?

Question:

  • Can documents be automatically saved to my computer after generating through Document Automation 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, not at this time. They would have to be downloaded onto your computer after being generated. This is currently a Feature Request in Clio. If you would like to see this functionality, please email support@clio.com with your request. 

 

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