Add or Remove a Merge Field

As an administrator or author, add a merge field to a project's headers & footers to add dynamic firm or project information. You can remove a merge field that you no longer use.

Before you set document and formatting settings, you must have a header & footer template selected on the Headers & Footers tab of the Format page.

To add or remove a merge field in the headers & footers:

  1. In the header & footer editor, click a location in any of the header or footer columns where you want to add a merge field.
  2. On the formatting toolbar, Select a Merge Field that you want to add.
    You can also enter the syntax of your desired merge field.

    For more information, see Merge Field.

  3. To remove a merge field, select the merged field and press BACKSPACE.
    A merge field is enclosed in curly brackets {}.