Categories let you organize merge fields by topic (information about a client, information about a service provider, etc.).
You will see the categories of merge fields listed alphabetically in the left-hand column of the merge field administration page.
Topics with at least one field that is to be used for ‘Folders and documents’ or ‘Documents only’ will appear in the forms.
When a merge field is created from the questionnaire within a master, it will automatically be classified as a ‘Questionnaire merge field’. It is up to you then to decide what topic it should appear under.
Click here to view the full article: How to modify how forms are displayed
Click here to view the full article: How to create/modify a merge field category
Click here to view the full article: How to delete a category of merge fields
Click here to view the full article: How to move a merge field to a different category