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Inserting fields into your document

Specify where fields should be inserted in your document

Written by Crystal Lindsey
Updated over a week ago

Once you’ve created your fields, you’ll need to insert them into the document. You can insert a field into your document as many times as you'd like.

To do this, place your cursor in a specific spot or select existing text and hit the plus "Insert Field" icon.

If you have several instances for a field click the down arrow next to the "Insert Field" icon, and select Bulk Insert.

Bulk insert automatically inserts a field at every occurrence of a word or phrase in the document and is one of the best ways to speed up your template building.

Pro tip: The number next to each field name counts the number of times the field appears in the document. If the number reads "0" that means that the field has not been inserted into the document yet.

You can review where the fields are inserted in the Word document if you click the arrows next to the number of instances.

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