0030 MS Templates into Clio

• We have two different types of templates the approved templates and an approval templates.

1. Make a new folder "In Progress"

2. Go to "For Approval" folder.

3. Cut the documents on the "For Approval" folder.

4. Go to "In Progress" folder and paste it.

5. Get ready this document so that we can upload them into our clio service.

• Go to Clio.

1. Go to "Documents"

2. Go to "Templates"

3. Click "Add"

4. Click on "Choose File"

5. Select a matter.

•  Go back to documents.

6. Put the respondent name.

7. Check if  the spacing is correct.

8. Look for pronouns that is incorrect or might need to be changed.

9. Highlight "Respondent" It could changed over time.

10. Make sure that the information of the contact address is correct.

• To find the correct information, go to the documents.

12. Go to "Approved Templates"

14. Click on the document.

15. Copy the correct information.

16. Paste it on the document.

• Make sure that the documents are always justify.

17. Instead of respondent name, changed it to matter client name.

18. Click save.

1. Click on "Matter"

2. Choose a recent one.

• You will see an other's party name.

• To get that person into the document.

3. Go to "Document Template Merge Fields"

4. Type in what you need to search (Ex: Other Party)

5. Go to the client profile.

6. Click "Edit" to update all the information that are needed to update.

• Find all the information on the templates on the drop box.

7. Click on "Update Matter" once you're done.

• Go back to "Document Template Merge Fields"

8. Search the client

9. Search "Other Party"

10.  Copy the highlighted that matched to what did you search on select a matter.

11. Paste it in the document

12. Save the document once you're done

Go back to documents.

1. Go to "Templates"

2. Click "A

• Choose a file

3. Find the document that you created.

4. Click "Save

You can choose any client.

5. Click "New" and choose "Document from template"

6. Select the document template and choose the one that you created.

7. Click "Create word document"

8. Hit "Create"

• Then you will see the documents how it looks.
• Make sure that the information and documents are okay.

The purpose of this task is to get the documents into clio and not all of this are into clio.

If you are not sure what it should really looks go back to the approved templates.