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Can You Use Document Automation with Box?

Question:

  • Can Document Automation Create a Document in Box?
  • Put the Document created by Document Automation directly in Box?

Environment:

  • Clio Manage
  • Box

Additional Information:

  • To Learn How to Create a Template Using Document Automation, click here

Answer:

Document Automation cannot be used to create and place files directly in Box. Users will need to upload the Document to Box after the Document has been generated using the Document Automation tool. 

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