San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

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


  • 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


  • 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.


  1. Click Documents tab on the left
  2. Click Template Editor 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 Matter Fields dropdown
  7. Select the custom field to be populated in your 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