![]() If you are using a lot of templates it can easily become confusing so do make sure they are saved with relevant names.Į.g. You'll need to refer to these filenames later. docx format with no spaces in the file name (dashes are allowed, examples below). When you save these documents, make sure to use the. You can also create a template without headers and footers to be used as your blank template, this can be useful for documents that don't require headers and footers, such as the condition report forms and labels. If you wish to use a separate template for your invoices, you can create another template following the same steps as above. Select your desired font and font size.Select ' Normal' in the menu of text styles, and select ' Modify'.Go to Format > Style through the main menu bar.You'll find that the header and footer become slightly translucent and that you can type text into the document itself. After you've positioned any text or image files, it's time to set up your default font and font size.ĭouble-click on the body of the Word document to exit your header and footer.If you locate this in the body of the document you'll find that your templates will be blank on download, so please do not do this. This is where your Header and Footer content should be positioned.Create a new Word document in the portrait format you prefer (A4 or US Letter) and double-click at the very top of the page to enable Headers and Footers.Tip: if you have the multi-gallery add-on enabled in Artlogic, you can also create separate templates for each of your galleries.Ĭreating your template Headers and footers Please note that the generated document can only be saved in your Clio Documents and not one of the document integrations at this time.Note: If you have an Artlogic Pro database only Admin users are able to upload templates to Preferences. You can now view the document in the Document list (in that Matter's folder). Finally, you are required to choose the file type of the generated document: PDF or Microsoft compatible file (depending on the file type of your template - for example, if your template is a Word document, then you will be able to generate a Word document). You can then choose to adjust the file name to suit your needs. If you are generating a document from the main Documents tab or from a Contact card, you will be required to enter a Matter. In the "Create a document from a template" window, select the template that you want to generate a document from. You can generate a document from:Ĭlick on the "New" button menu, then select "Create a new document from template". Once the template has been uploaded, you can generate your document. Optionally, you are able to assign a document category to easily sort your templates. In the "Upload a new template" window, select the template from your computer. To upload a new template, click the "Add" button. To upload your document template, go to "Documents" then click on the "Templates" sub-tab. ![]() Uploading Templates for Document Automation "doc", ".docx", ".ppt", ".pptx", ".xls", ".xlsx", and "PDF".Ĭlio's Document Automation is best optimized when using the ".doc" file type.įor information on creating templates for Document Automation, click HERE. Document Automation supports templates created in the following file types. You can rapidly populate information such as addresses, account balances, Matter names and more. Document Automation allows users to quickly create correspondence using information from your Contact cards and Matters.
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