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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...
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...
Overview Template Authors have access to the same features as Document Authors, plus the tools needed to create and maintain document templates. To use ...
Permissions Permission Functionality Enabled Admin - Document Assembly Users with this permission can access Template Author functionality, including th...
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...
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...