How to Add Custom Merge Fields to Document Templates


  • How to use Matter / Client Custom Fields information in Document Templates


  • Clio Web App

Additional Information:

Custom Merge Fields will only populate if the Custom Field is currently enabled in the selected Matter (or the Matter's Client)


  1. Click Settings
  2. Click Documents
  3. Fill in the Select a Matter field
  4. Find the Custom Merge Field
  5. Click the Clipboard beside the Field
  6. Paste the Field into the Document Template


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