Once you have updated the receipt, save it to your computer.įind the generated document in Clio, either from the appropriate Matter or from the Documents tab then click on the "View Details" quick link. The generated document should look something like this:Īs detailed above, the fields in grey still need to be completed manually. Note that you may be required to click "Enable Editing" in the Word document in order to complete the document. Open the newly generated trust receipt document by clicking on the file name. Since you will be required to add additional information to the document once it has been created, deselect the "Create PDF Document" box and select "Create Word Document". By default, the "Create PDF Document" box is selected. In the Create a Document dialogue box, select the appropriate template and type in the related Matter number (if generating the document from the Documents tab). Again, from the dropdown, select "New Document from Template". Click on the "Documents" sub-tab of the Matter and click the "New" button.
Open the Matter that you want to generate a receipt for. From the dropdown, select "New Document from Template". Go to Documents, then List Documents and click the "New" button. You can generate a document using Document Automation from the Documents tab or from within a particular Matter. In the example below, a "Receipts" category has been created and selected.
You can also select or create a Document Category to apply to your template. In the Add Document Template dialogue box, click "Choose File" to browse for the saved trust receipt template on your computer. Go to Documents, then Templates and click the "Add" button. These fields will have to be completed after generating the new document. In the above template example, the fields in grey cannot be filled in by Clio's Document Automation process as associated merge fields are not available. This information will have to be completed by you manually after the receipt has been generated using Document Automation. Merge fields, however, are not available for the details of individual deposit transactions. Some useful available Clio merge fields are:
When creating a trust receipt template for Document Automation, some pieces of information can be completed using Clio merge field tags while the remaining pieces of information will have to be completed by you manually. Replacing the Document in Clio with the Updated Version Generating the Trust Receipt from a Template Related article: Tutorial - Creating a Protected, Fillable Template in Microsoft Word for Use in Document Automation If you are not familiar with Document Automation, please see the following support articles: You can use Clio's Document Automation feature to create trust receipts directly in Clio.
0 kommentar(er)
