- 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
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.
- Click Documents tab on the left
- Click Template Editor at the top
- Click Edit Template
- Scroll down to the Document Template Body
- Click inside the body of the template
- Click the Matter Fields dropdown
- Select the custom field to be populated in your template