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:
- Navigate to Settings (gear icon)
- Click on Documents