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hi Scott from action step here in this video I will show you how to enter a merge field into a template this will allow you to create your own template or precedents in action step and help your users save time by having documents populate fields with data from your matter automatically all document templates and action step are Microsoft Word documents specifically docx file types if you are using Word 2010 or above then docx will be the default file type there are two ways to enter an action step merge field into a Word document the first method is simple just type in the merge field in double square brackets for example to enter a merge field to draw from the matter number type in open square bracket open square bracket the word action and underscore I D then close square bracket close square bracket the second way to insert a merge field into a document is through Microsoft words insert function this is a useful alternative as it allows you to have both the displayed value and a me