- Document Automation pulls in related contacts for some Matters but not others
- How to add multiple related contacts to a Document from Template
- Clio Web App
When you look at the 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 pulled into the document.This allows you to have several related contacts pulled into your document from template.
If you don't enter in a relationship, the relationship will not be part of the merge field. This way, you can have a general Template for all your Matters, as the information will not pull in if you do not have the proper relationship in the merge field.
If the template works for some Matters but not others in terms of pulling in related contacts, it is very likely that the merge fields are slightly different due to different relationships.