Insert a Mail Merge Field in Microsoft Word 2007 and Word 2010 To insert a mail merge field in your template in Word 2007 and 2010: • In Word, navigate to Insert > Quick Parts > Field. • In the Field dialog box, click the Categories arrow and select Mail Merge. Debit Memo Template – Download Now. Simply fill-in the blanks and print in minutes! Instant Access to 1,800+ business and legal forms. Download samples of. • In the Field names field, click MergeField. • In the Field Name field, enter the name of the merge field that you want to insert, e.g. See the Supported Merge Fields article for a list of available merge fields. The merge field is inserted in your document. For example, if you added the account name, Account.Name, in the document, the field will be displayed as: «Account.Name» • Click OK. • Save the template file as the Word 97-2003 Document (.doc) type. Insert a Mail Merge Field in Microsoft Word 1997 to Word 2003 To insert a mail merge field in your template in Word 1997 to Word 2003: • In Word, navigate to Insert > Field. • In the Field dialog box, click the Categories arrow and select Mail Merge. • In the Field names field, click MergeField. • In the Field name field, enter the name of the merge field that you want to insert, e.g. The merge field is inserted in your document. For example, if you added the account name, Account.Name, in the document, the field will be displayed as: «Account.Name» • Click OK. Insert a Merge Field in Word for Mac To insert a mail merge field in your template in Word for Mac: • In the Macintosh Word, navigate to Insert > Field. • Click the Categories arrow and select Mail Merge. • In the Field names field, click MergeField. • In the Field codes field, enter a space after 'MERGEFIELD' then type the field name you want to insert, e.g. Account.Name. For example, if you have ' MERGEFIELD Account.Name' in the Field codes field, in the document, the field will be displayed as: «Account.Name» • Click OK. • Save the file in the Word 97-2004 Document (.doc) format. Edit a Mail Merge Field in a Billing Document Template To update a merge field using Edit Field on Windows: • In your template document, right-click on the merge field you want to edit and select Edit Field. • In the Field name field, enter the new merge field name. To update a merge field using Toggle Field Codes on Windows and Mac: • In your template document, click the merge field you want to edit. • Toggle the field code and result: • Press Shift + F9 on Windows. • Press option + fn + F9 on Mac. • Edit the field name in the field code. • Update the field: • Press F9 on Windows. • Press option + fn + F9 on Mac.
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