How to Add Merge Fields to Documents in the Document Library

Open the Document Library

1: Click Admin from the menu.

2: Select Document Library from the drop down menu – the Document Library will open.

Select the Document to Edit

1: Select the document to edit.

2: Click Edit from the menu – the Edit Document window will open.

Open the Document in Microsoft Word

1: Click Edit Body Of Document – Microsoft Word will open.

Insert Merge Fields

1: Click Insert Merge Field.

Select the Required Field from the List

When the letter is complete, SAVE the document and then close it.