Bill Insert Surname Field For Free

Add name, address, and other fields in your database through Merge Fields.Go to Mailings > Insert Merge Field and select the field you want to add. Continue adding fields until you've added all the information you want on your letter.Choose OK.

A Merge Field is a field that you can input into a Document Template within Clio Manage. That field will automatically fill with the value it is assigned to when generating a document for a Client/Matter.

Create custom item fieldsGo to the Lists menu and select Item List.Double-click any item on the list to open and edit it.Select Custom Fields. Then select Define Fields.Name your custom field in the Label column.In the Use column, select the checkbox to turn on the custom field.Select OK to save the custom field.

To do this, follow these steps:Click Edit individual letters.In the Merge to New Document dialog box, select the records that you want to merge.Click OK.Scroll to the information that you want to edit, and then make your changes.Print or save the document just as you would any regular document.

To add Custom fields to an invoice,Navigate to Gear icon > More Settings > Preferences > Invoice.Go to Custom Fields and select + New Custom Field.In the Custom Field dialog box next, enter the Label Name, Data Type and select if it has to appear in all the PDF and click on Save.

Go to Insert > Header or Footer. Select Edit Header or Edit Footer. Select Quick Parts, and select Field. In the Field names list, choose the field you want (such as FileName, Date, Author, or Title), choose the format you want in the Field properties section.

Type the text you want AutoComplete to insert.Highlight the text.Click "Insert" in the Word menu bar.Click "OK" to add the text.Check the box labeled "Show AutoComplete Suggestions." Click "OK."Type "Iron" anywhere in your document.Press "Enter" to insert "Ironfoundersson Inc." into your Word document.