Objective:
- Document Template Merge Field behaviour when using a checkbox Custom Field
Environment:
- Clio Manage
Additional Information:
- CheckboxCustomFieldName listed below is for illustration purposes only. Please copy all Merge Fields from your specific Matter.
See How to Add Custom Merge Fields to Document Templates
Answer:
For Matters with a Custom Field that is a checkbox, the following Document Template Merge Fields will be available:
<< Matter.CustomField.CheckboxCustomFieldName >>
- If the Custom Field is checked in your Matter, this will populate True in your Word document
- If the Custom Field is unchecked in your Matter, this will populate False in your Word document
<< Matter.CustomField.CheckboxCustomFieldName.Verbose >>
- If the Custom Field is checked in your Matter, this will populate Yes in your Word document
- If the Custom Field is unchecked in your Matter, this will populate No in your Word document