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hi everyone this is natasha from customer success at actionstep and this is a quick introduction into document and email templating it is just an introduction so i wont go too in depth but im just going to show you where to start out and find some information so first of all id like to show you the merge field list this is a list of all the merge fields you can use within action step so we go to admin and then we go to document assembly and in here youll see merge field list now this is a complete list of all the merge fields that you can use in your document and email templates as you can see this system has 2274 different merge fields each system is different and every time you create custom data in relation to contacts or in relation to matters then these will be added to the merge field list so it is constantly changing so we can look across here and we can see the data source so this is where the merge field relates this is the merge field name so this is the actual name we u
