At this point you have merged your Letterhead Template and your Content Template. The next step is to fill your placeholders from SharePoint data.
Step 1: Under the home tab, select “Fill Template”
Step 2: Once Word has downloaded the form data, Select the Attorney, Matter, Client, Defendant, Player, and Provider from which your template will be filled.
- NOTE: You only have to select the Defendant, Player and Provider if you template will fill that data.
Step 3: Select Fill Document.
You document should now be filled. Any placeholder that could not be filled because no data was in SharePoint will result in an error message telling you that some placeholders could not be filled. This is your queue to manually insert this data.