Objective:
- Document Automation
- Find Merge Fields
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Press the Control F keys on your keyboard (for PC users) or the Command F keys on your keyboard (for Mac users) at the same time to bring up your browsers search box
- Type in a keyword for the Merge Field you want to find (for example, if you are looking for the Merge Field for Matter Status, type Status)
- Press Enter on your keyboard and you will be taken to your Merge Field