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Note: When editing a Merge field, use the edit menu by right-clicking on the field you want to change.

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If you're using a Mac computer, the steps to add a merge field are different compared to using Windows. Please follow the steps below if you're using a Mac computer.

Insert a Merge Field in Word for Mac

  1. In the Macintosh Word, navigate to Insert →  Field.
  2. Click the Categories arrow and select Mail Merge.
  3. In the Field names field, click MergeField.
  4. In the Field codes field, enter a space after "MERGEFIELD" then type the field name you want to insert, e.g. JobNumber.
  5. Click OK.

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Preparing the Document

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Assumption is intended to be displayed in a table. The document generator will look for the markers in a table to be used as the start and end of the Assumption row.

«TableStart:Assumption»


«TableEnd:Assumption»

A description of assumption listing details, see: Quotation Additional Tables - Assumption

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to see how exclusion fields are integrate on quotes, see: Quotation tables.

Assumption Fields*

Exclusion

Text Assumption description.



Assumption Fields*

Exclusion


Text

Assumption description.

* to see how assumption fields are integrate on quotes, see: Quotation tables.

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To see how scheduler detail fields are integrated into the scheduler, see scheduler tables.
you can also include:

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Site customer info, see: Site Customer Fields.
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Billing customer info, see: Billing Customer Fields.

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Custom Field Tables

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