- Document Automation Merge Field is showing as blank
- Matter.Relationships field not working properly
- Clio Web App
If you have multiple Related Contacts on a Matter using the same Relationship, the Template will pull from the first one alphabetically.
Use a unique Relationship for each Related Contact on a Matter. If there are multiple Contacts with the same relationship, add a number to differentiate them (e.g. Witness 1, Witness 2).