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
   
3. Place cursor where you want the result to be
4. Click Insert
5. Click Insert field
   
6. In Categories, select Equations and Formulas
7. Add Merge Fields in equation format
   
   Example: = << Matter.CustomField.CostOfHouse >> - << Matter.CustomField.Deposit >>
   Please 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: