Creating fill in fields in Word templates
This support note applies to:
- AO Document Manager (AU)
- AO Document Manager (NZ)
- AO Tax (NZ)
- AO Practice Manager (NZ)
- AO Practice Manager (AU)
- AO Tax (AU)
- AE Document Manager (NZ)
- AE Practice Manager (NZ)
- AE Practice Manager (AU)
- AE Document Manager (AU)
- AE Tax (NZ)
- AE Tax (AU)
In MYOB Practice Manager or Document Manager, when creating Word templates for mail merges and document creation, you may want to include fill in fields.
MYOB recommends that these are created using Ask fields in Word. If you wish to populate your document with the same answer multiple times.
Fill In fields are used only when you need to populate the answer once.
For example., Year. You could ask “what is the year” and then place the answer throughout your document.
You can use single question responses in the Fill in fields.
Ask Question in Mail Merge.pdf explains how to add these fields to your template.