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This video is the first in a series on creating PDF templates. It explains the importance of understanding the type of PDF form you are working with before adding merge fields to create a template. LiveCycle forms should not be used for templates as they modify merge fields. To determine the type of form, open the PDF document, go to file, then properties, and check the application and PDF producer fields. Only PDF forms that are not LiveCycle can be used for templates. To add merge fields, open the PDF document and begin adding them.