Create document templates for document assembly

1. Click the Automation link on the left sidebar
2. Click on Document templates 
3. Click on Merge Fields 
4. Copy the merge fields you like to use by clicking on the copy icon and past them onto the word document

7. 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}