Adding a field on a template

Adding a field to a template:

1. In settings -> Document & Email Templates, select the template that requires a field to be added
2. Download and open the template you want to make changes to – in this case, the Purchase Order template. 
3. Copy an existing field to the location you want your new field to be. 
4. Show the field code either by right-clicking the field and selecting Toggle Field Code or using Alt + F9 for Windows, Option + F9 for Mac.
   
   
5. Then, return to the mail merge master list and look in the Purchase table for the supplier fax. Copy the field code.
   
   
   
6. Paste the SupplierFax field code into the field you want to change.
   
   
7. Finally, right-click the field and select Update Field to finish.
8. Check that your TableStart tags all have matching TableEnd tags, then save your edited template.
9. On the 'Manage Document & Email Templates' screen, select 'Purchase Order' and upload your edited template.