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.