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In this tutorial, Scott from Actionstep explains how to enter a merge field into a template, enhancing document automation. This feature allows users to create their own templates in Actionstep, which automatically populates fields using data from their matters. All document templates are in the Microsoft Word .docx format. Users can enter a merge field in two ways: the first method involves typing the merge field in double square brackets (e.g., [[action_ID]] for the matter number). The second method utilizes Microsoft Word's insert function, which enables users to display both the merge field's value and a meaningful label.
