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…
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…
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 …