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Related Contact Merge Field Is Not Populating Correctly


  • Document Automation Merge Field is showing as blank
  • Matter.Relationships field not working properly


  • Clio Web App

Additional Information:



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).


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