KCS - Where Can I Find the List of Available Merge Fields?

Objective:

  • How to access the Document Template Example page
  • Find Merge Fields for Document Automation
  • View DOcument Template Merge Fields

Environment:

  • Clio Web App

Additional Information:

North America: https://app.clio.com/document_template_example

EU: https://app.goclio.eu/document_template_example

A list of standard fields is available here: Document Automation: List of Standard Merge Fields

Answer:

Go to Settings and choose Documents (this section is called "Document Template Merge Fields")

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