Building Basic Word Templates with Fields in Clio Draft (Part 2/3)

This is part 2 of a 3 part mini-series.

Join us for this 30-minute training to learn how to build templates in your new Clio Draft account. We'll cover everything you need to know to start turning your Word Documents into reusable templates, including:

  • Starting a Template using the Template Builder
  • Creating Cards (2 types)
  • Creating Fields (5 types)
  • Inserting Fields into your Template (3 methods)
  • Saving Templates to Clio Draft
  • Testing and Generating your Templates

This session includes a 30-minute training with live support and 10-minutes of Q&A.

Register here.

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Up next

New Feature Webinar: Creating and Sending Questionnaires in Clio Draft
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Optimizing your Clio Manage Integration with Clio Draft
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Account Setup & Generating Court Forms in Clio Draft
Account Setup & Generating Court Forms in Clio Draft
Account Setup & Preparing to Build Word Templates in Clio Draft (Part 1/3)
Account Setup & Preparing to Build Word Templates in Clio Draft (Part 1/3)
Building Basic Word Templates with Fields in Clio Draft (Part 2/3)
Building Basic Word Templates with Fields in Clio Draft (Part 2/3)
Building Advanced Templates with Conditional Logic in Clio Draft (Part 3/3)
Building Advanced Templates with Conditional Logic in Clio Draft (Part 3/3)
Template Academy
Template Academy