Page Comparison

Basic Guide on Creating a New Template

(To use the template/merge field features you must have Word installed on your computer. Each version of Word has its own small contingencies and processes to take note of when adding Merge fields. The attached Guide goes into more detail for each.)

Inserting a New Merge Field

1. Click the Insert tab in the Word toolbar.
2. Click "Field".
   Image Added
3. In the Field dialogue box, find and select the Category "Mail Merge", and the Field Name "MergeField".
4. Click "Ok".

Editing a Merge Field

1. Right click the merge field you wish to edit.
2. Click Toggle Field Codes. This will set the merge field into "edit" mode. 
3. Make the changes you wish to perform.
4. Save the document.

Creating a Nested Table

Adding an Image Merge Field

Note: When editing a template, you must re-upload it into Doorways in order to see the changes made. For information on how to do this, see Templates.

For a Detailed Guide on Processes for Creating Templates, see the attached pdf from Docmosis.