Earn up to $250 in gift cards this summer. Find out how.

How to Create a PDF Document from Template?

Objective:

  • Replace an Old File with an Updated .doc or .docx file During Document Automation
  • How to Replace an Outdated Document for Document Automation?
  • How to Upload New Document to Use a Document Automation Template?
  • How to Update Document Template
  • How to Change Document Template
  • How to create pdf document template

Environment:

  • Clio Manage

Additional Information:

  • To Learn How to Create a Protected, Fillable Template in Microsoft Word for Document Automation, click here

Procedure:

  1. Click on the Documents tab

Screen_Shot_2021-05-21_at_6.52.00_PM.png

2. Click Categories and Templates

Screen_Shot_2021-05-21_at_6.49.31_PM.png

3. Find the Template you wish to replace

4. Click New Template for that Template

Screen_Shot_2021-10-04_at_9.58.22_PM.png

6. Click Choose File

9. Click Save

 

Part 2 Go To Matter 

10. Click on the Documents tab from within the Matter

11. Select New then Create New Document from Template Screen_Shot_2021-10-04_at_9.59.17_PM.png

12. Once you choose the Documet Template 

13. Select Create PDF Document

14.  Select Create

Screen_Shot_2021-10-04_at_9.59.31_PM.png

 

 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality