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In this tutorial, Scott from Actionstep explains how to add a merge field into a template, enabling users to create personalized templates that automatically fill in data from matters. All templates are in docx format, compatible with Microsoft Word 2010 and above. There are two methods to insert merge fields: 1. Manually type the merge field using double square brackets. For example, for the matter number, input [[action_id]].2. Use Microsoft Word's insert function, which allows for the display of both the value and the merge field. This feature streamlines document creation, saving users time by automating data population.
