After selecting the recipients, you need to insert fields into your current document.
To insert a field into your document:
Step | Action |
---|---|
1 | In the Insert Fields field, select a field that you want to insert into the document and then click Insert. You might decide to insert the Name field. |
2 | If there are predefined fields in the document, you can click Match Fields to match these fields to the current list of recipients. The Match Fields window is displayed. |
3 | In the Match Fields window, select fields from the data source that correspond to the predefined fields in the document and click OK. The fields from the current data source and the predefined fields display differently in the document. After matching a field, the original field name is replaced with the field name from the current data source. |