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In this video tutorial, Scott from Action Step explains how to enter a merge field into a template. By adding merge fields, users can create templates or precedents in Action Step that automatically populate fields with data from a matter. Document templates in Action Step are Microsoft Word documents in .docx format. There are two ways to enter a merge field: typing it in double square brackets or using Microsoft Word's insert function. This allows users to display both the field value and a merge field in the document.
