Document Automation: Creating Templates in Microsoft Excel

The steps for adding Clio Merge Field tags to an Excel spreadsheet are a little different than the steps outlined in the "Creating a Template" article. The major differences are:

  • Merge fields must be entered without the angle brackets. For example, instead of << Matter.Name >>, the field is entered as Matter.Name
  • Merge fields must be entered as named ranges, which is outlined below.
The Excel template used for this article can be downloaded here.

Using Named Ranges in Excel

Excel ranges are normally referred to by their column letter and row number ("B2" for example). However, you can give ranges special names by entering text into the Name Box as shown in the screenshot below.

Screenshot-49.png

To add a Merge Field to an Excel spreadsheet:

  1. Click in the cell where you want the information to be pulled in
  2. Click in the Name Box and type in the Merge Field tag (without angle brackets)
  3. Hit "Enter" on your keyboard to save the Merge field tag in the Name Box

When this template is used with Clio's Document Automation feature, this cell will be filled with the appropriate data related to the Merge Field.

That's it! Keep in mind that using an Excel template to create a PDF is like printing from Excel - any cell or sheet formatting choices (print area, font, colour, cell content type, etc.) will be carried into the generated PDF. For example, in the template used here the cell type "Currency" was chosen for the Financial Information section as reflected in the screenshot below.

Screenshot-Matter_Summary_Report__3_.pdf.png