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How Do I Add Merge Fields to a PDF Document Template in Clio Grow?

Question:

  • Where are the merge fields in the HelloSign Document Template creator?
  • How do I add merge fields to a PDF document template in Grow?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

When creating a new PDF Document Template:

  1. Make sure you add at least 1 person/company under "How many people/companies are in this document?"
  2. Check all the boxes for the fields you need
  3. Click Create Template
  4. In the Signers drop down menu, choose Sender.
  5. Drag over the Textbox/Checkbox/Dropdown/Radio Group that you need onto the document.
  6. On the right hand side, under "What text goes here?" choose the Merge Field that you want.

 

 

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