Inserting a Manual Merge Field
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GivingData Staff

Created Feb 21, 2023

Inserting a Manual Merge Field

Learn how to insert a manual merge field into a GivingData document template. Manual merge fields can be used when a GivingData field is not available in the Microsoft Word Add-In.

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6 Steps
1

Within Microsoft Word, select the Insert tab.

Within Microsoft Word, select the Insert tab.
2

Select the 'Insert Field' button.

Select the 'Insert Field' button.
3

Within the Field modal that opens, select 'Mail Merge' as the category and 'MergeField' as the field name.

Within the Field modal that opens, select 'Mail Merge' as the category and 'MergeField' as the field name.
4

In the text box, add a space after 'MERGEFIELD' and type in your manual merge field. Then click OK.

Request is the entity that houses the Primary Staff field. The entity must be entered before the field name.

In the text box, add a space after 'MERGEFIELD' and type in your manual merge field. Then click OK.
5

If you are using a Mac computer, quotation marks must be added around the merge field.

If you are using a Mac computer, quotation marks must be added around the merge field.
6

If you are using a PC computer, quotation marks do not need to be added.

If you are using a PC computer, quotation marks do not need to be added.
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