How To Add a Merge Field to an Excel Spreadsheet?

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:

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)
   • 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)
3. Hit Enter on your keyboard to save the Merge Field tag in the Name Box