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Fixes for the problems that come up most often in template authoring
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...
Known issue: Email templates not available for selection for document delivery emails Issue Since version 7.5.3, we have observed in some client configu...
Known issue: Microsoft online editors convert Clio Operate content controls in headers and footers to text when document templates are edited and saved....