Adding Merge Fields to your Documents

Clicking on the Position Merge Fields button on the SharePoint Data Doc Ribbon opens the screen which allows you to place merge fields of various types into your active document.There are three tabs available, allowing you to place the Query Fields, Table Fields and Composite Fields into your active document.

Double clicking any of the listed fields will add the selected Merge Field into the active document at the position in the document that has the active selection, i.e. The place that you have positioned your cursor.

Any formatting that you apply to the Merge Field in your document is retained when the time comes to import SharePoint data into the document Merge Fields, so font, color, size etc. will remain the same.

Add a Table Merge Field to your document and you can build a table of live SharePoint data. Then refresh it over and over with single Refresh button click, providing an excellent table Preview.