{"id":8488,"date":"2016-10-17T06:00:07","date_gmt":"2016-10-17T06:00:07","guid":{"rendered":"https:\/\/www.process.st\/templates\/0030-ms-templates-into-clio\/"},"modified":"2024-02-28T20:51:30","modified_gmt":"2024-02-28T20:51:30","slug":"0030-ms-templates-into-clio","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/0030-ms-templates-into-clio\/","title":{"rendered":"0030 MS Templates into Clio"},"content":{"rendered":"<section id=\"introduction\">\n<h2> Introduction <\/h2>\n<div class=\"text-content\">\n<ul>\n<li>We have two different types of templates the approved templates and an approval templates.<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"for-approval-to-in-progress\">\n<h2> For approval to in progress <\/h2>\n<div class=\"text-content\">\n<p>1. Make a new folder &quot;In Progress&quot;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rVOkXzWEQre5F6WShPVJ2A.jpg\" alt=\"For approval to in progress\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rVOkXzWEQre5F6WShPVJ2A.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>2. Go to &quot;For Approval&quot; folder.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/n-M0k70c8IJ6FH0vKMtL5Q.jpg\" alt=\"For approval to in progress\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/n-M0k70c8IJ6FH0vKMtL5Q.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>3. Cut the documents on the &quot;For Approval&quot; folder.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vYbIMEUCeqtqdvPnY7VNwA.jpg\" alt=\"For approval to in progress\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vYbIMEUCeqtqdvPnY7VNwA.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>4. Go to &quot;In Progress&quot; folder and paste it.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/p-O06K86YQC2OKnhCU1Org.jpg\" alt=\"For approval to in progress\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/p-O06K86YQC2OKnhCU1Org.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>5. Get ready this document so that we can upload them into our clio service.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kgp_M_Zi4mODrMz-QQtKNQ.png\" alt=\"\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kgp_M_Zi4mODrMz-QQtKNQ.png\" \/> <\/a><figcaption>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"create-a-document-using-automated-form\">\n<h2> Create a document using automated form <\/h2>\n<div class=\"text-content\">\n<ul>\n<li>Go to Clio.<\/li>\n<\/ul>\n<p>1. Go to &quot;Documents&quot;<\/p>\n<p>2. Go to &quot;Templates&quot;<\/p>\n<p>3. Click &quot;Add&quot;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gO4j5NUelHNjdK1-wYhKnQ.jpg\" alt=\"Create a document using automated form\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gO4j5NUelHNjdK1-wYhKnQ.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>4. Click on &quot;Choose File&quot;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oc2ocjUH1FWdD0x4X2dPrQ.jpg\" alt=\"Create a document using automated form\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oc2ocjUH1FWdD0x4X2dPrQ.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>5.&nbsp;Select a matter.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/t1d8SnRD2xNlFHhJ6UlBeg.jpg\" alt=\"Create a document using automated form\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/t1d8SnRD2xNlFHhJ6UlBeg.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<ul>\n<li>&nbsp;Go back to documents.<\/li>\n<\/ul>\n<p>6. Put the respondent name.<\/p>\n<p>7.&nbsp;Check if &nbsp;the spacing is correct.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/snSQwBhBByGTdbpeswJIkA.jpg\" alt=\"Create a document using automated form\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/snSQwBhBByGTdbpeswJIkA.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>8.&nbsp;Look for pronouns that is incorrect or might need to be changed.<\/p>\n<p>9. Highlight &quot;Respondent&quot;&nbsp;It could changed over time.<\/p>\n<p>10.&nbsp;Make sure that the&nbsp;information of the contact address is correct.<\/p>\n<ul>\n<li>To find the correct information, go to the documents.<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sg7C655Cpj7AJhxbxhFBiQ.jpg\" alt=\"Create a document using automated form\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sg7C655Cpj7AJhxbxhFBiQ.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>12. Go to &quot;Approved Templates&quot;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hs_lcxSEiEVnkYV8L3NJGA.jpg\" alt=\"Create a document using automated form\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hs_lcxSEiEVnkYV8L3NJGA.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>14. Click on the document.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sbUAvhEBblAxdA2FEXtC5A.jpg\" alt=\"Create a document using automated form\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sbUAvhEBblAxdA2FEXtC5A.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>15. Copy the correct information.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iv-aGPLgnezZot9_ybZIFw.jpg\" alt=\"Create a document using automated form\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iv-aGPLgnezZot9_ybZIFw.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>16. Paste it on the document.<\/p>\n<ul>\n<li>Make sure that the documents are always justify.<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gPIt3QyeOrEZFoDXYBNE3Q.jpg\" alt=\"Create a document using automated form\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gPIt3QyeOrEZFoDXYBNE3Q.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>17.&nbsp;Instead of respondent name, changed it to matter client name.<\/p>\n<p>18.&nbsp;Click save.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qovPbNbQjc4Zv5XeS7ZN4A.jpg\" alt=\"Create a document using automated form\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qovPbNbQjc4Zv5XeS7ZN4A.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"petitioners-requested-a-document\">\n<h2> Petitioners requested a document <\/h2>\n<div class=\"text-content\">\n<p>1. Click on &quot;Matter&quot;<\/p>\n<p>2.&nbsp;Choose a recent one.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nBLSucNMC72Ds1bTnKlJKg.jpg\" alt=\"Petitioners requested a document\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/nBLSucNMC72Ds1bTnKlJKg.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<ul>\n<li>You will see an other's party name.<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sM4FrtHHJhiv9MCajK9H1w.jpg\" alt=\"Petitioners requested a document\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sM4FrtHHJhiv9MCajK9H1w.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<ul>\n<li>To get that person into the document.<\/li>\n<\/ul>\n<p>3. Go to &quot;Document Template Merge Fields&quot;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/swOWwd_0v2RBP-4WY5VHOA.jpg\" alt=\"Petitioners requested a document\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/swOWwd_0v2RBP-4WY5VHOA.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>4. Type in what you need to search (Ex: Other Party)<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rbptns-4SN1uZjOCqJZDQA.jpg\" alt=\"Petitioners requested a document\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rbptns-4SN1uZjOCqJZDQA.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>5.&nbsp;Go to the client profile.<\/p>\n<p>6. Click &quot;Edit&quot; to update all the information that are needed to update.<\/p>\n<ul>\n<li>Find all the information on the templates on the drop box.<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/un0_YbkecCmMpU3dgYlAoA.jpg\" alt=\"Petitioners requested a document\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/un0_YbkecCmMpU3dgYlAoA.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>7. Click on &quot;Update Matter&quot; once you're done.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rTXI5gob33_H-wb2NjZD2Q.jpg\" alt=\"Petitioners requested a document\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rTXI5gob33_H-wb2NjZD2Q.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<ul>\n<li>Go back to&nbsp;&quot;Document Template Merge Fields&quot;<\/li>\n<\/ul>\n<p>8. Search the client<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sqjYzIzML_KI0Ooa2N1HGA.png\" alt=\"Petitioners requested a document\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sqjYzIzML_KI0Ooa2N1HGA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>9. Search &quot;Other Party&quot;<\/p>\n<p>10. &nbsp;Copy the highlighted that matched to what did you search on select a matter.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/p7f5qv7KkalWeG3SSh5CcA.jpg\" alt=\"Petitioners requested a document\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/p7f5qv7KkalWeG3SSh5CcA.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>11.&nbsp;Paste it in the document<\/p>\n<p>12. Save the document once you're done<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/viRl2ogSFBrsdDwDuN9M8A.png\" alt=\"Petitioners requested a document\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/viRl2ogSFBrsdDwDuN9M8A.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"add-a-document-template\">\n<h2> Add a document template <\/h2>\n<div class=\"text-content\">\n<p>Go back to documents.<\/p>\n<p>1. Go to &quot;Templates&quot;<\/p>\n<p>2. Click &quot;A<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kzQjAZIWiJ-ifAA36_dKVA.jpg\" alt=\"Add a document template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kzQjAZIWiJ-ifAA36_dKVA.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<ul>\n<li>Choose a file<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jxVjcCFmj2stqouOVpRAEA.jpg\" alt=\"Add a document template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jxVjcCFmj2stqouOVpRAEA.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>3. Find the document that you created.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vbgUMTzyzi7BnR17FcRG2g.jpg\" alt=\"Add a document template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/vbgUMTzyzi7BnR17FcRG2g.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>4. Click &quot;Save<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jCq4o4hJoYpGnKvGR49H0w.jpg\" alt=\"Add a document template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jCq4o4hJoYpGnKvGR49H0w.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>You can choose any client.<\/p>\n<p>5.&nbsp;Click &quot;New&quot; and choose &quot;Document from template&quot;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/t0awZyvK4PFds18je5tHfw.jpg\" alt=\"Add a document template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/t0awZyvK4PFds18je5tHfw.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>6.&nbsp;Select the document template and choose the one that you created.<\/p>\n<p>7. Click &quot;Create word document&quot;<\/p>\n<p>8. Hit &quot;Create&quot;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tsk7EeYgtuN1hypLuIREdg.jpg\" alt=\"Add a document template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/tsk7EeYgtuN1hypLuIREdg.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<ul>\n<li>Then you will see the documents how it looks.<\/li>\n<li>Make sure that the information and documents are okay.<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"purpose\">\n<h2> Purpose <\/h2>\n<div class=\"text-content\">\n<p>The purpose of this task is to get the documents into clio and not all of this are into clio.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Click Reidy law office\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/scEN9klSL2uYFeFlJqxO3A.png\" alt=\"\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/scEN9klSL2uYFeFlJqxO3A.png\" \/> <\/a><figcaption>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Find templates.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mc3OWEgLfIVhpb5sUvpMpw.png\" alt=\"Purpose\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mc3OWEgLfIVhpb5sUvpMpw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Click in progress.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gE6Zz2cTfmvZ-BrREShABQ.png\" alt=\"Purpose\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gE6Zz2cTfmvZ-BrREShABQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Click the discovery folder.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qNH1cuzc4xIR8U9yUUlBaw.png\" alt=\"Purpose\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qNH1cuzc4xIR8U9yUUlBaw.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Get and work them all into clio.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Delete what's already done.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Check if they are working.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Once it's done cut the folder in discovery.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Make sure that you do the response template as well.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/u09ODlbo0I8Mkz8ekOFH2Q.png\" alt=\"Purpose\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/u09ODlbo0I8Mkz8ekOFH2Q.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>If you are not sure what it should really looks go back to the approved templates.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      This is how the top of the documents usually look.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rLK4ROGXHcNyOIEjvmBD6g.png\" alt=\"Purpose\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/rLK4ROGXHcNyOIEjvmBD6g.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction We have two different types of templates the approved templates and an approval templates. 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