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Template Not Listed in the Document Template Dropdown When Creating Document from Template

Objective:

  • My Document Template doesn't show up in the Create Document from template window
  • Template isn't listed in the Document Template dropdown
  • Can't find Document template

Environment:

  • Clio Manage

Additional Information:

  • The dropdown list of Document Templates only shows a limited number of templates and the desired template might need to be searched in the dropdown.

Resolution:

Type the name of the Template in the Document Template dropdown.

 

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