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Why Can't I see Autofill Fields in the Preparing Document Page in Clio Grow?

Question:

  • Why am I unable to see the Person, Matter, and Company Fields when preparing a Document in Grow?

Environment:

  • Clio Grow

Additional Information:

For instructions on how to Insert Autofill Fields into a Text Editor Document in Clio Grow, please click here

Answer:

The Autofill Fields will only show in when editing the Document Template instead of preparing the template.

 

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