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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.

Procedure:

  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
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