September 12th, 2013 by Catherine Hillier
We’ve updated the Document Automation creation screen and added a Search function!
When you create a Document via Clio’s Document Automation feature you will see that you have the ability to either “Select a Document Template” from the dropdown, or, you can do a search at the top of the list to quickly find the template you are looking for (if you have more than 11 Templates):
You still have the ability within this screen to quickly find the Matter you want to generate the Document for by starting to type in the Matter Name/Number in the field:
You can also still rename the Document you are creating and choose if you want to generate in PDF or Word format:
If you have never taken advantage of this great time saving feature in Clio, you can start here with creating a template.