Using Merge Fields in EXACT

To select merge fields from the floating Merge Fields popup window

Use standard Windows selection controls:

• To select one merge field, simply click it.
• To select a block of merge fields, select the first field you require, press then click the last field you require.
• To select several non-adjacent fields, hold down the key then click each field you require with the mouse.

When the Letter Merge Fields window is no longer required, click to close it.

To copy selected merge fields from the floating popup window into the template document

Copy fields from the Letter Merge Fields popup window into Word using the clipboard.

To filter the list of merge fields by group

EXACT has a long list of merge fields. For ease of use you can filter this list according to subset (group) by mens of a button at the bottom of the Letter Merge Fields window:

For example, these are just appointment related merge fields: