Inserting Merge fields

Some templates contain data sources.

A data sources is a linked file that columns and rows of data. The columns populate merge codes to create multiple letters from a single source. 

An example of a data source is a list of creditors. One of the data fields may be called “CompanyName” for example. The document template may have a merge code called «CompanyName» allowing you to create multiple documents as the output producing a separate personalised letter as the output. 

One option

When inserting a data field make sure you can right click on the field and the "Edit Field" option is available.

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If you don't have the option to insert a «Mergefield», one option is to copy an existing field, then edit it's properties, to add a different data field.

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This shows the edited field:

A list of available merge fields for each data source are shown in the Merge Field Listing available from the Manage Document Templates reports.

A data source is applied to a template by selecting the "This datasource:" option when configuring the template.

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