Breadcrumbs

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)

Article ID: 35819

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.

This is Word functionality and as such MYOB Support provides basic assistance only. If you need more detailed help, refer to the Word online help or speak with a Microsoft Word expert.