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Why Is My Custom Merge Field Not Populating?


  • Merge Field is Empty
  • Blank Merge Field


  • 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. 


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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