The following sections and articles provide detailed instructions for using Clio's Document Automation feature, including tutorials for both beginner and advanced users on creating effective document templates.
- KCS - How to Delete Multiple Documents at Once
- KCS - Is There a Merge Field for a Client's Job Title?
- Video: How to Generate a Document from Template
- Video: How to Upload a Template for Document Automation
- Video: How to Create a Template for Document Automation
- Video: Document Automation Workflow
- KCS - How to Create a Document Template in Microsoft Word
- Tutorial - Using Document Automation without Microsoft Word
- Tutorial - Using Document Automation to Create a Trust Receipt
- Tutorial - Creating a Protected, Fillable Template in Microsoft Word for Use in Document Automation
- Tutorial - Using Conditional Text in Document Automation