After you have created a Sub-Template you're ready to start using it within your master Web Document. Open your Web Document and select your sub-template from the list of available fields in the Search Merge Fields drop-down. After your field has been added to the Web Template document you can click on it…
TIP: Use the HELP page to search for a merge field if you are unsure if it is available in Web Templates . If you are using a Windows workstation, using the CTRL+F keyboard command will bring up the search window to allow you to search by a specific word. NOTE: The HELP page only shows the data for Loan Documents …
There are hundreds of fields in Web Templates and no one is expected to know them all. To help users find fields a little faster, the fields for the main Document types can be found in the Help area. * Click on the Help icon in the toolbar menu. * Please note the naming conventions used for Web Template merge fi…