How To: Replace Merge Fields in Letters
The following instructions will show you how to update the merge fields in an existing letter template with new merge fields.
Navigation
Adding merge fields is the same process for all letter template editors, so these instructions will work for all modules.
Step 1
On the right side of the template editor, there is a list of merge fields for you to choose from
Step 2
In the letter template, click your cursor where you want to insert the merge field
Step 3
Select the [<- icon on the right of the merge field to insert it into the letter template
Result
Please note, this is the method you must use when adding merge fields into the letter. Copying and pasting the merge fields can result in issues where the information does not get pulled into the template.