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.
NB:
- The information is merged when the PDF is exported. In the word processor, only the code is visible.
- 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.