Data Merge - Text

Inserting data from another object into a text field

1. Click the Component's settings icon, or click on the Component as displayed in the Canvas, or go to the Component Settings panel.

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2. Position the cursor where you want to insert the merged field.

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3. Click the field button.

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4. Select the desired field.

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5. The merged field will be inserted at the cursor's position, in the form {{!label}}. This will be replaced with the data from the field when the document is generated. You can check this by using the Preview function and choosing a record to generate the document for.