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In this video tutorial, we will learn how to use the Formstack Documents builder to add merge fields to templates. We will create a custom client invoice by starting in our Formstack Documents account, selecting a new document, and giving it a title. We can choose to upload a document, use pre-made templates, or build a document from scratch. Using the Formstack builder, we can create a document from scratch, choose delivery options, and populate the document. We can add our company's logo, format a title, and add content to our invoice. Additionally, we can add text to the document using the editing and formatting features provided by the builder.
