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In this video, Scott from Action Step explains how to enter a merge field into a template in order to create custom templates or precedents. This feature helps users save time by automatically populating fields with data from their matter in Action Step. All document templates in Action Step are Microsoft Word documents, specifically in the docx file type. There are two methods to enter an Action Step merge field into a Word document: typing the merge field in double square brackets or using Microsoft Word's insert function. The latter method allows for both the displayed value and a merge field in the document.
