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Best answer

Generate document from template within Clio

  • 23 September 2020
  • 3 replies
  • 221 views
G
Userlevel 1

Hi I have created multiple Document templates within CLIO, the CRM, using merge fields in Microsoft Word with conditional logic. They work perfectly however I cannot get a Zap that auto generates one of them when a new matter is created even though there is a trigger for “When a new matter is created”.

Any ideas?

icon

Best answer by Liz_Roberts 25 September 2020, 19:15

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Liz_Roberts
Userlevel 7
Badge +8

Hi @GrahamH88 ,

Thanks for reaching out!

I see that you are working with Eliza in Support to help troubleshoot here. I will let them continue to assist but please let us know what solution you reach!

J

Hi @GrahamH88 ,

Thanks for reaching out!

I see that you are working with Eliza in Support to help troubleshoot here. I will let them continue to assist but please let us know what solution you reach!

 

 

Hi Liz, 

 

Can you advise if either yourself or Eliza found a solution to this?

 

Thanks.

Liz_Roberts
Userlevel 7
Badge +8

Hi @JoeBlack ,

Tagging in @GrahamH88  to see if they reached a solution that they can share here! @GrahamH88 were you able to square this one away? 

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