Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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 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)
    • 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

DocAutSpreadsheet.gif

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