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In this video tutorial, Ben from Action Step demonstrates how calculated merge fields work in the system. These merge fields can be simple or complex, depending on your PHP coding knowledge, but they are highly useful. To create a new calculated merge field, navigate to admin document templates and click on the list of merge fields. Edit existing merge fields or create new ones by providing a name and description. Enter PHP code in the calculation code field to customize the merge field. Test the merge field by searching for a record in your system.
