KCS - How Does a Checkbox Merge Field Populate in Microsoft Word When Using Document Automation?

Objective:

  • Document Template Merge Field behaviour when using a checkbox Custom Field

Environment:

  • Clio Web App
  • Microsoft Word

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

 

 

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