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- Open the document that you intend to use as a Merge Document.
Replace the merged fields with the appropriate Merge Code. To do this, it is essential to copy and paste this DIRECTLY from Merge Code Library.
Warning If you paste it from word, or type the code in manually, the merge will not work. Copy only the Merge Code text, be careful not to include any spaces before or after the code as it will affect the merge. Always use notepad to build your merge document codes and copy from notepad into word.
- The completed document will look like this:
Note: Whilst the document will look very large in the Merge Document Template, once real data has been merged it will appear as normal.
Save this Merge Document as a Rich Text File (or .rtf).
Warning If this file is saved as anything other than an RTF file, the system will not accept it.
Now we are ready to upload this document to the system.