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Today we will learn how to use Formstack Documents Builder to add merge fields to templates. In this tutorial, we will create a custom client invoice. Start by selecting "new document" in your Formstack account and give your template a title. You can upload a document, use a pre-made template, or build from scratch. Use the builder to create the document. Choose how to deliver or share the document and populate it. Add your company's logo, format a title, and add content to the invoice. Formatting and editing features are similar to a standard word processor.
