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The tutorial demonstrates how to use Formstack Documents Builder to add merge fields to templates, focusing on creating a custom client invoice. Start by selecting a new document in Formstack Documents account, then choose whether to upload an existing document, use a template, or build from scratch. Use the builder to design the document, add a logo, format a title, and input desired content. Lastly, add text to the invoice. The builder offers editing and formatting features similar to a word processor.
