14.8. Adding Custom Fields to a Template

Templates Using Custom Fields.

There are many ways to enhance custom templates by using custom fields.
Custom fields are commonly used on take-home paperwork to display notes or provide client communication.

Download a List of merge fields

Using Custom Fields in Templates.

1. Open the Microsoft Word document for the custom template.
2. Go to Settings > Custom Fields in HQ and find your custom field.
3. Copy the Template Hint. Ensure you only copy the field text and do not include the << >> characters.

#_ Place the cursor where you want the custom field to be dropped in Microsoft Word. Click the tab Insert > Quick Parts > Field.

#_ Select Merge Field from the list.

1. Paste the custom field name into the Field Name box.
2. Click OK to save and insert the field.