This lesson will show you how to create a merge field from scratch using MS Word on your Mac device. This applies to your custom templates for quotes, work orders, invoices and forms.
Open the document template on MS Word
Position the cursor in the area you want to insert the merge field
From the menu, select Insert > Field...
In the Mail Merge categories, select MergeField
Enter the template field's name in the MergeField text box
Click OK and that's it.
You can toggle field codes to see the actual code that's been inserted.
Highlight the template name code then right-click and click Toggle Field Codes.
Don't forget to save the template once you're done.
