When working in the word processor of a master or document, you can insert merge field codes within the text blocks.
These codes automate the filling in of information that has been entered in the file/document form, or in the document's MCQ.
Inserting a merge field in the word processor
- In the word processor, open the block in which you want to insert a merge field.
- Position the cursor where you want it.
- In the toolbar, click on the 'Insert a merge field' button
.
- A search bar appears. Enter the title or code of the desired merge field, then click on the field to insert it.
- The merge code is automatically inserted at the chosen location.
When you exit the block, if the merge field is not filled in the form or in the MCQ, it's highlighted in orange:
If the merge field is properly filled in the form or in the MCQ, it is highlighted in gray:
NB:
- If you are a content manager, you can insert merge fields in your master. They will then be automatically integrated into the documents created from this master.
- When the master is exported as a PDF file, the merge fields are identified by the associated help text.