KCS - How do I Search Through the List of Merge Fields?

Objective:

  • Document Automation
  • Find Merge Fields

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Press the 'Ctrl' and 'F' keys on your keyboard at the same time to bring up your browsers search box
  2. Type in the name of 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

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality