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Video example of how to work with Mergefield formulas

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Brief summary of how to use formulas:

1. Open Word document

2. Press Ctrl and F9 on your keyboard – this will create the expression field { }.

3. Click inside the expression field and insert your merge field

4. Right-click on the mail merge field and select ‘Toggle Field Codes’

   1. This will display the merge field nested inside an expression field
      

5. From here you can do the calculations on the merge field. 

   1. For example, to add 1 to the age field place an equals symbol (=) before the between the two open brackets and plus 1 (+ 1) between the two close brackets.

   2. For example : to display 50% of the total amount in Quote Document { = { Mergefield TotalIncGST} /2 }

6. Press Alt+F9 to switch to Normal view

7. Save document and upload