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Are There Document Automation Merge Fields For Related Contacts' Information?

Objective:

  • Merge Field for Related Contact address and contact information
  • How do I add merge fields for related contacts?

Environment:

  • Clio Manage

Additional Information:

  • If you have a Related Contact on a Matter, the available Merge Fields will start with:
    "<< Matter.Relationships >>"
  • See HERE to view available Merge Fields

Answer:

Yes, these fields are available when you add a Related Contact to a Matter.

 

 

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