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Understand how you manage documents with the system and your Document Management system
With Document Bundling you can combine documents uploaded or created into one PDF document. Bundles are created using a set of configurable Bundle Templ...
Learn how you prepare and manage your documents.
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...
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...
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...
Watch this short video to learn about working with document expectations.
Learn how to use FormEvo's legal forms in Clio Operate.
On inception of a new work item, the Document Repository Quick Folders function can create a new set of folders within the left-hand Quick Links section...
Overview of the Document Repository Viewer The Document Repository Viewer in ShareDo allows users to access and interact with documents stored in an ext...
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...