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Why is the Document Template Merge Fields List Empty?

March 11, 2019 22:05

Objective:

Why is nothing showing in Settings > Documents > Document Template Merge Fields

Environment:

Clio Web App

Additional Information:

n/a

Answer:

The most likely cause of this is that there are no Matters entered in Clio. Please create a Contact and a Matter and visit the Settings > Documents page again.