Articles

• Preparing a document

  Learn how you prepare and manage your documents.

• Introduction to Document Expectations

  Watch this short video to learn about working with document expectations.

• Installing the Word Add-in

  Install Prerequisites Note that, as with all Office Add-ins, the ShareDo add-in requires the correct combination of Operating System, Office, and Web br...

• Authoring Documents Using the Word Add-in

  Overview The Clio Operate Word add-in helps Document Authors work with generated documents in Word. You can review and amend dynamic content, insert reu...

• Working with Content Blocks in the Word add-in

  Overview A Content Block is a reusable piece of content that you store centrally in Clio Operate and insert into documents during assembly. Use blocks f...

• Preparing Document Bundles

  With Document Bundling you can combine documents uploaded or created into one PDF document. Bundles are created using a set of configurable Bundle Templ...

• Preparing Court Forms using FormEvo

  Learn how to use FormEvo's legal forms in Clio Operate.

• Managing Documents and Emails via the Document Views

  ShareDo does not physically store documents in ShareDo.  When you create, upload or store a document in ShareDo it is saved into your document managemen...

• Document Repository Viewer

  Overview of the Document Repository Viewer The Document Repository Viewer in ShareDo allows users to access and interact with documents stored in an ext...

• Document Repository Quick Folders

  Overview When a new work item is created, the Document Repository Quick Folders function can create a new set of folders in the left-hand Quick Links se...

• Enable title changes for SharePoint documents

  Before you start This feature applies only to O365 SharePoint document repositories. Other repository providers are not affected. Your administrator mus...

• Send a document for electronic signature using DocuSign

  Electronic signature is a delivery channel for documents in Clio Operate, alongside email, fax and post. You prepare a document as normal, send it out t...

• Configuring and Using Voice Notes with Documents

  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...