Using Experts > Working with Letter Expert Templates
A merge field contains data to be displayed in a final document. When you insert merge fields into a template, the data is displayed in the finished letter.
To create a template, see Creating Letter Expert Templates.
To insert a merge field into a template:
While viewing the template, place the cursor where you want the field to appear in the letter text and click Insert Merge Field on the SoftDent toolbar (located on the Add-Ins tab in Microsoft Word 2010). The Find Selector window is displayed.
Select the category of data you want to insert.
Select an option:
To view a list of data fields that typically appear in a letter:
To view a complete list of all data fields for the specified category:
A list of categories and data fields is displayed.
Expand the category containing the data field you want to merge into the template.
A small minus sign (-) is displayed left of the text when a category is expanded. A small plus sign (+) is displayed left of the text when a category is collapsed. To expand or collapse a category, click the category.
Select the field that you want to insert into the template, and click Insert Field.
Repeat steps 4 and 5 until you have inserted all merge fields that you want to include in the template.
To add a list to the template, see Inserting Lists into Templates.
To add an image to a template, see Inserting Images into Templates.
Click Back to SoftDent to save the template and return to the software. The Template Information window is displayed.
Select an option:
Click Close.