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Web Merge Not Working

Issue:

  • A specific web merge is not working when I upload the Document Template 

Environment:

  • Clio Web App

Additional Information:

  • The following steps must be completed in Word. Once completed, save the Document and re-upload into Clio.

Cause:

  • Formatting issues can cause the merge to not be recognized by Nintex DocGen® (formerly Drawloop)

Resolution:

  1. Highlight text within the Document 
  2. Select the paintbrush icon 
  3. Highlight the web merge within the Document 

or 

  1. Highlight the web merge text 
  2. Select the Normal style pane at the top of the page 

 

 

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