Index

To add a UDF to a document

Once you have data in the field you need to make a note of what number it is in the file. There are 70 UDFs, and when they are set up through templates, they are given a label instead.

You can rename them once you have created the merge set, but for now you need to know which UDF you are referring to.

Select the template you wish to edit, then click Edit Template in the Actions pane or double click the template.

If the relevant UDFs are not already included in the merge set you will need to add them.

Once you have finished adding the UDF fields to your Merge Set, click the save button.

Click the

button to save to the existing Merge Set Template that you are editing.

To add a UDF to a document

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