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How to Generate a Document from Template?

Question:

  • How to generate a document from a template?

Environment:

  • Clio Manage

Additional Information:

Answer:

To generate a document from the Template follow the steps below:

  1. Navigate to the main Document Tab or the preferred Matter's Document subtab
  2. Click New
  3. Select Create New Document From Template
  4. Select preferred template from the dropdown
  5. Confirm which client and matter you want to create this template for 
  6. Title the document
  7. Choose whether you'd like to create it as a PDF or Word Document or both
  8. Click Create

 

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