How To: Replace Merge Fields in Letters

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Please follow the following steps.  

* Please note that if you do not have access to this section please reach out to your global admin.

Step 1: Click here, the hammer option. 

Step 2: Click "More"

Step 3: Click "Letters & Emails"

Step 4: Click "Letters"

Step 5: Find the letter that needs to be edited, in this case the Colonial - Pending Completion letter, and click here.

Step 6: Click here, to expand it.

Step 7: Highlight the merge field that you will be replacing, and Click the "Type here to filter..." field to find the merge field that you need.

Step 8: Once you have found it, Click here, and it will insert the merge field that you need

Step 9: Click Save, and the new changes will be saved.