- Where are the merge fields in the HelloSign Document Template creator?
- How do I add merge fields to a PDF document template in Grow?
- Clio Grow
When creating a new PDF Document Template:
- Make sure you add at least 1 person/company under "How many people/companies are in this document?"
- Check all the boxes for the fields you need
- Click Create Template
- In the Signers drop down menu, choose Sender.
- Drag over the Textbox/Checkbox/Dropdown/Radio Group that you need onto the document.
- On the right hand side, under "What text goes here?" choose the Merge Field that you want.