Merge fields in a document enable you to insert variables, or information that varies with each use of the document. PracticeWorks provides a list of documents with default merge fields. You can add new merge fields, edit the variable definitions for existing fields, or delete fields you do not need.
To edit merge fields in a document:
Select Experts > Automation Expert > Responses > Documents. The Document Pick List is displayed.
Select the document you want to edit, and click Edit. The Document window is displayed with the document open in editable format.
To delete an unwanted field, click the field to highlight it, and use your Delete key. The field is removed.
To add a field, place your cursor where you want the new field, and double-click the variable on the right. The field is inserted.
Click OK.
To edit merge field definitions and properties:
Select Experts > Automation Expert > Responses > Documents. The Document Pick List is displayed.
Select a document, and click Edit. The Document window is displayed with the document open in editable format.
Click Edit Merge Fields. The User Defined Merge Variable Pick List is displayed.
Select a variable and click Edit. The User Defined Merge Variable window is displayed.
Change the variable, name, description, group, or display width from this window.
To edit the formula for the variable, click Edit Formula.
Before editing the formula for a merge field variable, read Using PracticeScript.
Click OK.