Document templates allow you to extract dynamic data from the system into a static document using tags. Here is a quick guide on how to add fields and images to your document template.
Insert a single tag
First, locate the tag you would like to add to your template. Put the marker where you want to add the tag to your document. Press “Insert”, followed by “Quick parts” and then “field” as shown in this picture:
Then find “MergeField” in the list of field names and add your tag to the field name as shown in this picture where “Cl_Name” I added:
Press “OK” and you're done.
You can also add JPG images, such as your logo, in the header.