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Global settings for how documents are stored, named, previewed, bundled and delivered
Document Bundling is a feature which enables you to take documents that have been uploaded or created in the system and bundle them together into a sing...
Prepare document tasks are used throughout the system to generate documents from templates. Each template can be associated with various delivery mechan...
The Prizm document previewer can be used throughout the application. It allows users to preview a document without actually opening it. This is commonly...
Enabling this feature lets users refresh the data in their documents based on updates made in the system. When a document is refreshed, the system revis...
This global feature can add a security setting to documents, indicating that they are private. If a document is private, then only users with the 'view ...
This global feature can be used to redirect the Clio Operate document quick search tool to point to a specified SharePoint search. This is an advanced t...
Configure how Office documents open from SharePoint Before you start This setting applies to Office documents (.docx, .xlsx, .pptx) stored in a SharePoi...
Overview File naming rules control how Clio Operate builds a file name when it saves a document to a repository. One central set of rules now applies ac...