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Learn to configure document templates
Document Templates Analysis Guide This guide outlines a structured approach for performing the initial analysis on the document templates to be imported...
There is extensive document generation/assembly functionality. Document templates can be created automatically via workflows or launched from the case P...
Document templates are managed in the Document Administration area of the product. This can be access via Launchpad > Open Document Admin > Docume...
v7.7.0 and later Instead of creating document templates from scratch, you can clone existing templates and pack contents using the Clone button in the r...
You can record voice notes attached to work items. These notes are stored in your document management system (DMS) and behave similarly to other work it...
Prizm Issues Decision Tree Prizm is the tool used in Clio Operate to generate new documents from Clio Operate templates and preview existing documents. ...
Clio Operate uses Microsoft Word’s Rich Text Content Controls when tagging document templates. These controls, or tags, are displayed like this: When Cl...
Learn how you use the Word plugin to author document templates
We're a new category, with lots of useful information.
Understand the different template types available in the system and extend these to meet your unique needs
We're a new category, with lots of useful information.