Sentences with phrase «uploaded your document template»

Once you've uploaded your document template, click on Documents - > Documents and navigate to the client, matter and folder where you'd like to store this new document.

Not exact matches

Now Clio customers can also upload templates for common documents and extract information from their matters and contacts to fill out the forms.

This means that a WordPerfect user could create a template by typing the characters that create the merge field — Clio provides a guide for creating these fields — and then save the document as a PDF and upload it.

From here, you can create a document using a previously uploaded template or start by uploading a new template.

With Panache Legal fully featured data input wizards are generated automatically when you upload new document templates.

You create these document - assembly templates within Microsoft Word and then upload them to the site.

For complete details on how to create and upload an Excel document template, here is a link to a Clio support article.

• Knowledge base with end - to - end application process templates • Safely and securely upload and store client documents utilizing INSZoom's Digital Document Storage.

You'll be able to access a range of automated legal forms and templates at your fingertips, as well as upload your own personalized documents.

You will find information on uploading documents, creating new documents, using resume templates, and more.