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How to Add Custom Fields in a Document Template in Clio Grow?

Objective:

  • Can I populate Custom Fields (Person Fields, Matter Fields, Company Fields, HELLOSIGN, Additional Fields in a document template in Grow?
  • How to use Merge Fields in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • First, ensure that you have the Custom Fields added to your Matter prior to adding them in Document Templates - How To Add Custom Field To Existing Matter In Clio Grow.
  • For creating PDF document templates, Custom Fields must be made available for the template while uploading the PDF document.
  • For more information on Custom Fields, see HERE.

Procedure:

  1. Click the Documents tab on the left
  2. Click Templates at the top
  3. Click Edit Template
  4. Scroll down to the Document Template Body
  5. Click inside the body of the template
  6. Click the Person Fields, Company Fields, or Matter Fields dropdown menu
  7. Select the custom field to be populated in your template
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