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Can Document Automation Pull Custom Field Data from Related Contacts?

Objective:

  • Are there merge fields for related contact custom field data?

Environment:

  • Clio Manage

Additional Information:

  • ..

Answer:

Yes, there are merge fields available for related contact custom fields. (ie.<< Matter.Relationships.Brother.CustomField.ReferralSource >>)

 

More information can be found here

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