KCS - How to find Merge Fields for Document Automation

Objective:

  • Find fields to enter in a Word Document 

Environment:

  • Clio Web App
  • Documents
  • Settings

Additional Information:

In the Merge Field pages, you can select different Matters to see what would populate once you generate the Document.

Procedure:

  1. Go to Settings (gear icon)
  2. Go to Documents
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