Insert merge fields

1. Click in the Word document where you want the value to appear.
2. On the Build tab, find the field. Use the search box if the list is long.
3. Click the field. The tag is inserted at your cursor, for example {{Account.Name}}.

When the document is generated, {{Account.Name}} becomes the real account name. Fields you used recently appear in a Recent section at the top of the list.

Formatting is automatic

The add-in picks the right format for each field type, so numbers and dates look right in the finished document:

Field type	Tag inserted	Example output
Currency	{{Opportunity.Amount:currency}}	$50,000.00
Percent	{{Opportunity.Probability:percent}}	75.00%
Date	{{Opportunity.CloseDate:date}}	written the way the template’s locale writes dates
Checkbox	{{Account.Active__c:checkbox}}	[X] or [ ]
Picklist	{{Opportunity.StageName:label}}	the picklist label, not the API value

To use a different format, edit the tag by hand or use the options panel below. The formats are the same ones designed templates use. See Merge field formats.

Parent fields

Parent fields follow a lookup to a related record, up to five levels away. For example, {{Account.Owner.Email}} gives the account owner’s email.

Insert with options

Each field in the list has a ⋯ button. It opens an options panel where you can:

• pick a different format;
• choose a locale, for example German formatting, where {{Amount:currency:de_DE}} renders 1.234,50;
• set If blank, show text, for example {{Description|No notes on file}}; and
• 📌 pin the field to the top of the list.

Insert and Cancel are in the bar at the bottom of the pane. The ‹ arrow at the top left goes back to the field list. If you open the panel on a tag that is already in the document, the button says Update instead of Insert.

Date and date-time styles

On a Date or Date/Time field, the Format list offers named styles:

Style	What it gives you
Short	all numbers
Medium	month abbreviated
Long	month spelled out
Full	weekday included
ISO	2026-09-05, the same in every locale

Each style follows the locale’s way of writing dates, so one template reads correctly in every country you send it to. Use {{CloseDate:long}}, or {{CloseDate:long:de_DE}} to always use one locale. On a Date/Time field the list has two groups, Date (no time) and Date & time. The date-and-time styles are written with a hyphen: {{CreatedDate:datetime-long}}.

Custom pattern… is the last entry. Pick it and type a date pattern such as d MMMM yyyy or dd/MM/yyyy HH:mm, up to 64 characters. Put any plain words inside single quotes ('week' w). A custom pattern prints exactly what you type, so the locale picker is greyed out while you use one. The same happens with ISO.

If your org is on an older Sliick Docs version, the named styles are not offered, but Custom pattern… still is.