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How to Create a PDF Document from Template?


  • 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  • How to Replace an Outdated Document for Document Automation?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


  • Clio Manage

Additional Information:

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


  1. Click on the Documents tab


2. Click Categories and Templates


3. Find the Template you wish to replace

4. Click New Template for that Template


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





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