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How to Insert Autofill Fields into a Text Editor Document in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. From the Document Editor page, create a new document or edit the appropriate Text Editor Document
  2. Put the cursor in the desired location in the document body
  3. Use the Person Fields, Matter Fields, Company Fields, or Additional Fields dropdowns to select the desired autofill field
  4. Click Save Template to save the changes to the document template
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