Objective:
- 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
Environment:
- Clio Manage
- Microsoft Excel
Additional Information:
- n/a
Procedure:
- Click in the cell where you want the information to be pulled in
- Click in the Name Box and type in the Merge Field tag (without angle brackets)
- Merge Field information can be found in Settings > Documents > Document Template Merge Fields
- This will be in the top left of the spreadsheet, normally says the Cells number (ex, A1)
- Hit Enter on your keyboard to save the Merge Field tag in the Name Box