Add a merge field in a Word document

There are several points to pay attention to when you want to insert merge fields in a variable document:

  • Have a version of Microsoft Word
  • The format of the document, the document must be in docx format
  • Do not integrate shapes (round, square, arrow etc.) or tables
  • Do not use tabs in the document
  • Use a compatible font (Calibri works well, ⚠ you must use the simple version and not "Calibri corps")

Compliance with these criteria will ensure the import of your docx on your platform.

Insert a merge field

Once your docx document is created:

  • Click on the Insert tab -> Explore Quick Parts -> Field

  • Click on Merge Field in the drop-down menu on the left
  • You can write your merge field or paste an existing field into the Field Name field

  • Click on OK

Or simply paste an already existing merge field.

Edit a merge field

To modify an already existing merge field:

  • Right-click on the merge field to modify (highlighted)
  • Click on Field modifications

  • Modify the content of the field contained in Field name -> click on OK

If you want to take a field that we have already configured:

It is not necessary to modify the field, simply select the entire field and then make a copy and paste on your document. Provided that the parameterized field corresponds to your needs.

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