Standard merge fields available for Certification Rosters are described in Continuing Education/Certificates Merge Fields.
To add an individual custom field to a Certificate Roster, create a merge field in Word using the name of the custom field. For example, if your custom field is called NPN #, your merge field would look like <<NPN>> and the code in Word would be { MERGEFIELD NPN /* MERGEFORMAT } The custom field should be a single word with no special characters like “#” or “*”. The display name of the field can be set to include these if needed.
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NOTE: Individual Custom Merge fields will display best if the field is set to contain a single value. Some examples of good field types to use as merge fields on these documents are: Integer, Decimal, Money, Text, Dropdown |