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How to Add Multiple Related Contacts to My Document from Template Using Merge Fields in Clio Manage?

Objective:

  • Why aren't my Related Contacts being pulled into my Document from Template?
  • Document Automation pulls in related contacts for some Matters but not others
  • How to add multiple related contacts to a Document from Template 
  • Related Contact Merge Field is not populating correctly

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

To be able to add multiple Related Contacts to a Document Template, you must add a Relationship to the Related Contact on the Matter.

When you look at the list of possible Merge Fields for a Document Template, the Relationship of the Related Contact will be part of the Merge Field so that you can designate which Related Contact you want to be pulled into the document. Each Related Contact will need to have their own Relationship identifier, which is different from the other Related Contacts, for this functionality to work. This allows you to have several Related Contacts pulled into one Document Automation Template.

Screen_Shot_2020-06-19_at_10.45.05_AM.png

Screen_Shot_2020-06-19_at_10.46.53_AM.png

When a single Relationship is added for a Related Contact, the additional Related Contacts with no Relationship added will show together on the one Merge Field under
<< Matter.Relationships.Names >> Merge Field, rather than be separated as individual Related Contacts.

Screen_Shot_2020-06-19_at_10.41.32_AM.png

 

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