What is a Merge Field

Objective:

  • What are Merge Fields?
  • What is the definition of a Merge Field?
  • What will a Merge Field do?
  • Define Merge Field
  • Clio Dictionary

Environment:

  • Clio Manage
  • Clio Grow

Additional Information:

Answer:

A Merge Field is a field that you input into a document template that auto-fills value automatically when generating a document for a contact or client.

For example, you have created a template that says “Hi [clients first name]”. The merge field here would be used to automatically pull the first name of the client detailed on the contact card.

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