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How Do I Search Through the List of Merge Fields?

Objective:

  • Document Automation
  • Find Merge Fields

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Press the 'Ctrl' and 'F' keys on your keyboard (for PC users) or 'command' and 'F' keys on your keyboard (for Mac users) at the same time to bring up your browsers search box
  2. 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).
  3. Press 'Enter' on your keyboard and you will be taken to your Merge Field

 

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