Objective:
- Insert Merge Fields into a Document to create a Template that can be used in Document Automation
Environment:
- Clio Manage
- Microsoft Word
Additional Information:
- n/a
Procedure:
- Create a Document in Microsoft Word
- Fill in all the content, and leave all fields you want to generate on a per-matter basis blank
- In Clio, go to Settings
- Click Documents
- Locate a Merge Field you want to use
- Click the Clipboard icon to the right of the Merge Field
- Paste the Merge Field into the Document using plain text formatting
- Follow steps 3-7 until you have inserted Merge Fields into all Matter/Client specific fields
- Save the Document
- Upload the Document to Clio as a Document Template [Instructions]