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Merge fields are tools that allow you to personalize templates by automatically filling in specific information, such as a recipient's name or date, every time you send a document. To use merge fields, access your dashboard and select the template you wish to edit. Drag the desired merge field into the template. Ensure you select the correct party (signer) to see the merge field options when sending the document. To add custom merge fields, click on the merge fields section and use the plus button to create new fields. This streamlines the process of personalizing documents for new recipients.