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How Do I Find Merge Fields to Be Used in Document Automation?

Objective:

  • Find fields to enter in a Word Document 

Environment:

  • Clio Manage

Additional Information:

At the top of the Document Template Merge Fields page, selecting a Matter will preview the Merge Fields tailored for that particular Matter. 

Use Control F (for PC Users) / Command F (for Mac Users) on your keyboard, to do a keyword search, making finding specific Merge Fields much easier.

Procedure:

  1. Navigate to Settings (gear icon)
  2. Click on Documents
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