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Insert Mail Merge for document automation

Templates utilize "merge fields" to gather information that can either be updated automatically or tailored to specific cases. This includes details such as the document's date and unique case-related information.


Step-by-Step Guide to setup merge fields your documents

1. Open Quick Access Toolbar

Open the desired template you want to add in CasePacer in Word Document and click on Customize Quick Access Tool Bar then select "More Commands" from the dropdown menu.

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2. The "Customize the Quick Access Toolbar" screen will appear. Select "Choose commands from"dropdown.  Click on All Commands.

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3. Select "Insert Field," then click "Add" or ">" to add it into the Customize Quick Access Toolbar panel.

Verify that "Insert a Field" appears in the right column, then click "Save"

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