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