- Click the Automation link on the left sidebar
- Click on Document templates
- Click on Merge Fields
- Copy the merge fields you like to use by clicking on the copy icon and past them onto the word document
- Click on Templates and then add/upload the template you created
TIPS:
You can convert your merge field data to Uppercase or Lowercase. You will need to add .toUpper/.toLower before closing brace of your merge field.
${MergeField.toUpper}
${MergeField.toLower}
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