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KCS - How to Add Custom Merge Fields to Document Templates

Objective:

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

Environment:

  • 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)

Procedure:

  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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