Inserting Merge Codes

Merge codes can be inserted into any of your personal templates while editing a personal copy.

To insert a merge code:

1. Open the Edit Personal Copy screen. How?

   1. From the Main Menu bar, click the Marketing icon.

   2. Click the [Template Type] Library link in the appropriate portlet.

   3. Select a personal category from the Show Category drop-down list.

   4. For presentations,flyers or postcards, hover your mouse over the template, and then click the Edit [Pages/Flyer/Postcard] link.

   Or

   For Letters/Emails/Envelopes/Labels, click the name of the template.

2. For presentation templates, click Edit Page. Otherwise, proceed to step 3.

3. Place your cursor in the document where you would like the merge code inserted.

4. Click the Insert Merge Code action link in the bottom right corner to open the Insert Merge Code in-line form.

5. Select the Type of merge code you want to insert: text or picture.

6. Select from the Category drop-down list.

7. Select from the Merge code drop-down list.

8. Click the Insert Merge Code and the merge code will be inserted into your document. The in-line form will also close. Alternatively, you can click the Insert & Add Another Merge Code button to add multiple merge codes.

   You can now adjust the font style and size of your inserted merge code.