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Why Is My Custom Merge Field Not Populating?

Question:

  • Merge Field is Empty
  • Blank Merge Field

Environment:

  • Clio Manage

Additional Information:

  • If you have multiple different custom fields, with one called "name 1" and another called "name1", then as a merge field these are considered identical (by the system).  As such, when a document is generated (uploaded from Template) it will leave one (if not both) merge field blank. 

Answer:

Edit the Custom Merge Field to have more or different characters.  Custom Merge Fields need to be distinguishable.

example: Edit Custom Merge Field "Name1" to "General Name 1" or "FullName1"

 

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