Clio Operate Word Add-in Overview
The Clio Operate Word Add-in provides a set of tools for Template and Document Authors to optimise the creation of Word documents using Clio Operate Dat...
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Learn how you use the Word plugin to author document templates
The Clio Operate Word Add-in provides a set of tools for Template and Document Authors to optimise the creation of Word documents using Clio Operate Dat...
ShareDo Autodoc It is imperative that the ShareDo Autodoc function is disabled before the Word add-in is used. Due to the different methods used to embe...
Template Authors have access to the same functions as Document Authors, and they benefit from additional tools that enable them to create and maintain d...
Permissions Permission Functionality Enabled Admin - Document Assembly Users with this permission can access Template Author functionality, including th...
The ShareDo Word Add-in provides the following tools for Document Authors. Finding Reusable Content Reusable content is described as “Content Blocks”. C...
The Document Template Admin debugger can be used to check the data being collated and inserted into the document during its generation and is a useful t...
When the Word Add-in inserts a tag into a document template, it is placed inside a Microsoft Word content control. By default, this control displays a v...