> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create a merge field on Mac

> Learn how to create a merge field on Mac in ServiceM8.

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

<img src="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-462-5b02238b-ee8c-492a-a25c-93181a958bcb.png?fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=088a2f796da73549ad1e7e0ca08508a5" alt="Open the document template on MS Word" width="132" height="158" data-path="images/006-812-462-5b02238b-ee8c-492a-a25c-93181a958bcb.png" />

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

<img src="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-464-5b2febae-6c7e-44a1-817b-d792367e1c63.png?fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=9c254283679ec2bb659c947f677526ea" alt="Position the cursor in the area you want to insert the merge field" width="745" height="184" data-path="images/006-812-464-5b2febae-6c7e-44a1-817b-d792367e1c63.png" />

## From the menu, select Insert > Field...

<img src="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-466-7d120d2e-060e-4944-8095-2d89d90fc93f.png?fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=09b8df86020af578f4a6ba1bca1b1372" alt="From the menu, select Insert > Field..." data-og-width="535" width="535" data-og-height="364" height="364" data-path="images/006-812-466-7d120d2e-060e-4944-8095-2d89d90fc93f.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-466-7d120d2e-060e-4944-8095-2d89d90fc93f.png?w=280&fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=77d89d8887ba90dceb578cb6c0023130 280w, https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-466-7d120d2e-060e-4944-8095-2d89d90fc93f.png?w=560&fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=95e945fce986962b030f61e8dc203238 560w, https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-466-7d120d2e-060e-4944-8095-2d89d90fc93f.png?w=840&fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=6269a0edae012d7e8b579fe601f0622b 840w, https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-466-7d120d2e-060e-4944-8095-2d89d90fc93f.png?w=1100&fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=52fda3328d740178babce29c719e3093 1100w, https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-466-7d120d2e-060e-4944-8095-2d89d90fc93f.png?w=1650&fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=877e25d183c10713eb1a2afbf7dc1b80 1650w, https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-466-7d120d2e-060e-4944-8095-2d89d90fc93f.png?w=2500&fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=e9ab5f097840befad032eca073a12972 2500w" />

## In the Mail Merge categories, select MergeField

<img src="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-468-32defd56-6f14-4bdd-bb47-5c3cdac2d282.png?fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=9142848f93ba83d58fd98ebaefec3dd5" alt="In the Mail Merge categories, select MergeField " width="401" height="437" data-path="images/006-812-468-32defd56-6f14-4bdd-bb47-5c3cdac2d282.png" />

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

<img src="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-470-44b520ff-482c-4552-83db-a1c1c0d4307f.png?fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=46e48ac27cd6434e50d6489ad4278a9f" alt="Enter the template field's name in the MergeField text box" width="538" height="244" data-path="images/006-812-470-44b520ff-482c-4552-83db-a1c1c0d4307f.png" />

## Click OK and that's it.

<img src="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-472-b7a03e2a-f003-41e9-925e-0567a0f7914e.png?fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=c00eef680aa02a25bf165d0024d73c88" alt="Click OK and that's it." width="754" height="181" data-path="images/006-812-472-b7a03e2a-f003-41e9-925e-0567a0f7914e.png" />

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

<img src="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-474-cdf20d91-404b-433d-97ab-740dabfcd81b.png?fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=ab3eabe125abbc22d7e194c6c595ecae" alt="You can toggle field codes to see the actual code that's been inserted." width="728" height="201" data-path="images/006-812-474-cdf20d91-404b-433d-97ab-740dabfcd81b.png" />

Highlight the template name code then right-click and click **Toggle Field Codes**.

<img src="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-475-8f7afb0e-4c37-4369-99ac-dd7045855e4e.png?fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=5623ec864d096ed628136d88338242aa" alt="" width="453" height="192" data-path="images/006-812-475-8f7afb0e-4c37-4369-99ac-dd7045855e4e.png" />

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

<img src="https://mintcdn.com/servicem8/BxLW4hcsFBj-0FIj/images/006-812-477-4e086dab-df1b-48d0-838e-08a772f92481.png?fit=max&auto=format&n=BxLW4hcsFBj-0FIj&q=85&s=ed6e5c86c2c24e88c2cc59428090b750" alt="Don't forget to save the template once you're done." width="322" height="452" data-path="images/006-812-477-4e086dab-df1b-48d0-838e-08a772f92481.png" />
