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Ways to insert fields

You can insert a field into the template manually using our step-by-step instructions.  However, simply typing over the field name in the template won't change the field code (with an exception for Office 365 for Mac where you and edit the field name by deleting and typing into the field).

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To insert a field in your template manually

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-Windows Steps to Manually Insert a Field

In MS Word 2007 and later, merge fields can be added by following these steps:

1. Click 'Insert' on the top menu

2. Click 'Quick Parts' on the tools ribbon below the menu

3. Click 'Field' in the Quick Parts menu

4. In the list box on the left, select 'MergeField'

5. In the text box 'Field Name', enter the appropriate field name from the list

6. Click OK

-Mac Steps to Manually Insert a Field MS Word 2007

In MS Word 2007 and later, merge fields can be added by following these steps:

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http://www.dummies.com/how-to/content/word-2011-for-mac-add-fields-to-a-document.html

-Mac Steps to Manually Insert a Field Office 365

In MS Word 2007 and laterOffice 365 for Mac, merge fields can be added by following these steps:

1. Click 'Insert' on the top menu

2. Click 'Field...'

3. Select '(ALL)' from 'Categories' and search (start typing) 'MergeField' in 'Field Names'

4. In the text box below next to the text "MERGEFIELD", enter the appropriate field name from the list

5. Click OK

How to move or delete fields

You can move or delete any default fields just as you do with a standard Word document.  However, there are these exceptions:

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