- Custom Field data is not populating for an exported Matter
- Custom Field Information is not in Matter Document
- Custom Fields from Completed Forms is not showing in Exported Matter
- Clio Grow
Please see the article below on how to sync Clio Grow and Clio Manage Custom Fields:
1. Check that disconnecting from Clio and reconnect does not assist, please see below article on how to do this:
2. Go into the Intake Form Templates to edit the Form. Check that all questions that are associated with a Custom field have the linked symbol - please see article here:
3. Ensure that all Linked Custom Fields have the same Type as the Form question field type.
E.g. A custom field type = single line Text.
Then the question within the form must be a single line text. This would be identified by the inability to locate the custom field when trying to link it.
4. Check that all Custom fields are synced displaying the symbol -