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You can create Custom Fields in many areas in Ascora such as Customer, Jobs, Equipment, etc. Please see How to add a Custom Field  user guide for more details on adding Custom Fields but that can be easily accessed in Administration → Custom Fields.

In order to auto-populate information from a Custom Field to your document template, you need to add a merge field in exactly the same format.

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1. Go to Administration → Document Templates.

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2. Select the template where you'd like a merge field added to by clicking the Pencil icon. 

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4. Open the Template that you've just downloaded and start adding tables, rows, or columns where you need to add the merge fields.

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5. On the Insert Menu in Word Document, click on Quick Parts, then Fields.

 


56. Select MergeField in the Field names area and enter the name of the custom field to be displayed then click Ok.

Remember to follow exactly the same format so type Install Quality in the merge field name area.  


67. Once added, you should find the merge field on the Word Document template in the location you selected as shown in the following photo.

 

 7 8. After adding all necessary merge fields, go back to Administration → Document Templates → find the document template and click the Pencil icon but this time, select Upload a new Template.

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