The 2020 Legal Trends Report is now available. Get the latest insights here.

How To Add a Merge Field to an Excel Spreadsheet


  • Use a spreadsheet template for Document Automation
  • Type Merge Fields into Name Boxes
  • How to create a successful template in spreadsheet format
  • Use a .xlsx spreadsheet for Document Automation
  • Use a .xlsx spreadsheet to generate a document 


  • Clio Web App
  • Microsoft Excel

Additional Information:



  1. Click in the cell where you want the information to be pulled in
  2. Click in the Name Box and type in the Merge Field tag (without angle brackets)
    • This will be in the top left of the spreadsheet, normally says the Cells number (ex, A1)
  3. Hit Enter on your keyboard to save the Merge field tag in the Name Box


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality