KCS - 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

Environment:

  • Clio Web App
  • 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)
  3. Hit Enter on your keyboard to save the Merge field tag in the Name Box
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