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Which File Type Works Best for Document Automation?

Question:

  • Why is my Document not generating from a template? 
  • Why do I keep getting the error message 'An error occurred while generating your document. If this issue persists, please contact support@clio.com.' when I try to create a Document from a template on a Matter?

Environment:

  • Clio Manage

Additional Information:

Answer:

Clio's Document Automation is best optimized when using a .doc file type.

Although .doc, .docx, .ppt, .pptx, .xls, and .xlsx should all be acceptable file types, we find that the .doc file type works best.

 

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