Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to insert autofill fields into a Text Editor document in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. 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
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