How to add merge fields to documents in the document library

Info

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 - a pop-out window will open.

Select the required field from the list

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