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Is There a Merge Field for a Client's Job Title?


  • Can I use Document Automation to auto-populate data entered in the Title field of a Client's Contact page?


  • Clio Manage

Additional Information:

As a workaround, you could create a Custom Field for "Job Title" as custom fields create merge fields for Document Automation.


Not at this time. However, a request for this feature has been submitted to our Development Team for future consideration.

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