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How to Use Equations in Document Automation

Objective:

  • Using equations in Document Automation templates

Environment:

  • Clio Manage

Additional Information:

  • You must first have Custom Fields created and applied to the Matter containing only numbers

Procedure:

  1. Open Word document
  2. Replace numeric entries will custom field Merge Fields
    Merge-fields.png
  3. Place cursor where you want the result to be
  4. Click Insert
  5. Click Insert field
    insert-field.png
  6. In Categories, select Equations and Formulas
  7. Add Merge Fields in equation format

    Example: = << Matter.CustomField.CostOfHouse >> - << Matter.CustomField.Deposit >>
    equation-field.pngPlease note:
     You may see a !Syntax Error, < message appear - this is OKAY and is a result of MS Word trying to perform the equation in the document. 

  8. Save and Upload as a Template in Clio

Now, when you create a document from this template, you will see the calculation in the completed document:

Equation-result.png

 

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