While you can use the UWP app to easily add merge fields to your documents, you may want to use Microsoft Word to edit your document if it has special formatting. If this is the case you can add merge fields to documents by using the following merge codes.
Job Merge Fields
«Address, Job-Site» --------------------------------------------------------------------->Full Job site address
«Job-Site Address: Address 1» ------------------------------------------------------>Job site address line 1
«Job-Site Address: Address 2» ------------------------------------------------------>Job site address line 2
«Job-Site Address: City» --------------------------------------------------------------->Job site address City
«Job-Site Address: State» ------------------------------------------------------------>Job site address State
«Job-Site Address: Zip Code» --------------------------------------------------->Job site address Zip Code
«Category, Job» --------------------------------------------------------------------------------> Job Category
«Customer Name» --------------------------------------------------------------------------> Customer name
«Date Job Received» ----------------------------------------------------------------->Date Job was received
«Description, Job» --------------------------------------------------------------------------->Job Description
«Job_ID1» --------------------------------------------------------------------------------------------> Job ID 1
«Job_ID2» --------------------------------------------------------------------------------------------> Job ID 2
«Job_ID3» --------------------------------------------------------------------------------------------> Job ID 3
«Job Role: Adjuster: Name, Full» ------------------------------------------------------------------>Job Role
*Change Adjuster to whichever role you'd like*
«Proposal: Payment Terms» -------------------------------------------------------------->Proposal Options
*Change Payment Terms to whichever option you'd like*
«Job Org Role: Adjuster: Company Name» -------------------------------------------->Organization Role
*Change Adjuster to whichever role you'd like*
«Special Instructions» ------------------------------------------------------------------->Special Instructions
«Survey Question: 1» -------------------------------------------------------> Survey Question and Answers
*Please be sure to find out the number of the survey questions and answers you'd like by adding Survey Question in a document template and change the 1 to the correct number*
Person From Merge Fields
«Person From: Name, Full» --------------------------------------------------------->Person From Full Name
«Person From: Name, First» ------------------------------------------------------->Person From First Name
«Person From: Name, Last» -------------------------------------------------------->Person From Last Name
«Person From: Address, Full» ---------------------------------------------------->Person From Full Address
«Person From: Address 1» ----------------------------------------------------->Person From Address Line 1
«Person From: Address 2» ----------------------------------------------------->Person From Address Line 2
«Person From: City» ------------------------------------------------------------------------>Person From City
«Person From: State» --------------------------------------------------------------------->Person From State
«Person From: Zip Code» ------------------------------------------------------------>Person From Zip Code
Person/Org Doc is About
«Person/Org Doc is About: Company Name» ---------------->Person/Org Doc is About Company Name
«Person/Org Doc is About: Name, Full» ----------------------------->Person/Org Doc is About Full Name
«Person/Org Doc is About: Name, First» --------------------------->Person/Org Doc is About First Name
«Person/Org Doc is About: Name, Last» ---------------------------->Person/Org Doc is About Last Name
«Person/Org Doc is About: Address, Full» ------------------------>Person/Org Doc is About Full Address
«Person/Org Doc is About: Address 1» ------------------------->Person/Org Doc is About Address Line 1
«Person/Org Doc is About: Address 2» ------------------------->Person/Org Doc is About Address Line 2
«Person/Org Doc is About: City» -------------------------------------------->Person/Org Doc is About City
«Person/Org Doc is About: State» ----------------------------------------->Person/Org Doc is About State
«Person/Org Doc is About: Zip Code» -------------------------------->Person/Org Doc is About Zip Code
«Person/Org Doc is About: City, State, Zip» --------->Person/Org Doc is About City, State, and Zip Code
«Person/Org Doc is About: Work Phone» ------------------------->Person/Org Doc is About Work Phone
«Person/Org Doc is About: Home Phone» ----------------------->Person/Org Doc is About Home Phone
«Person/Org Doc is About: Cell Phone» ----------------------------->Person/Org Doc is About Cell Phone
«Person/Org Doc is About: Fax Phone» ----------------------------->Person/Org Doc is About Fax Phone
«Person/Org Doc is About: Email» ------------------------------>Person/Org Doc is About Email Address
More
«Date, short» --------------------------------------------------------------------->Date & Time Short Format
«Date, long» ---------------------------------------------------------------------->Date & Time Long Format
«Time» ---------------------------------------------------------------------------------------------->Time Only
t:a:o ::: test :: ----------------------------------------------------------------------->Mobile Prompt Text Entry
*Where it says test enter your own prompt there*
y:a:o ::: Yes/No :: --------------------------------------------------------------------->Mobile Prompt Yes/No
*Where it says Yes/No enter your own question there*
c:a:o ::: Check :: -------------------------------------------------------------------->Mobile Prompt Checkbox
*Where it says Check enter your own question there*
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