How to create a merge field on Mac

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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

Open the document template on MS Word

Position the cursor in the area you want to insert the merge field

Position the cursor in the area you want to insert the merge field

 

 

From the menu, select Insert > Field...

From the menu, select Insert > Field...

In the Mail Merge categories, select MergeField

In the Mail Merge categories, select MergeField

Enter the template field's name in the MergeField text box

Enter the template field's name in the MergeField text box

Click OK and that's it.

Click OK and that's it.

You can toggle field codes to see the actual code that's been inserted.

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.

Don't forget to save the template once you're done.
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