Objective:
- How to access the Document Template Example page
- Find Merge Fields for Document Automation
- View Document Template Merge Fields
Environment:
- Clio Manage
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")