video1.0<iframe src="https://www.loom.com/embed/b9442962c1c049e7ae6bd76f0c397df2" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/b9442962c1c049e7ae6bd76f0c397df2-3e3edf6bc48cefe1.gif156.467In this video, I walk you through the process of adding merge fields to documents within our system. We start by selecting the appropriate document, such as the EFT test, and then I explain the different mail merge types available, including customer-specific fields and EFT membership details. I demonstrate how to insert these merge fields using Microsoft Word, ensuring you know where to place your cursor and how to access the fields. Once you've added the necessary fields, remember to save your changes before closing the window. Please follow these steps carefully to ensure everything is set up correctly.